Charitable gift planning can be a simple process. You can write a check, hand over cash, transfer stock, or sign a quit-claim deed to real estate directly to the charity of your choosing. On the other hand, there are more involved strategies that help you give depending on your unique circumstances.

Charitable Donations and Your Estate Plan

A regular visit to our office helps ensure that your estate plan will still work as originally designed. It also provides you with an opportunity to make any needed course corrections. We can help you make changes based on your present situation as well as your future estate tax planning goals.  If you have not created a comprehensive estate plan, we can help. Our experts can assist with evaluating the impact of various taxes on your estate, and how you distribute it to potential beneficiaries. We encourage you to meet with us to review strategies to decrease your tax liability.

The knowledgeable attorneys at Danna & Associates Elder Law Firm Staten Island NY, won’t make a ‘one size fits all’ recommendation. Instead, we work with you to learn your specific circumstances and create the best plan for you. Our goal is to set you up for the best possible future while planning for any potential changes in your life. Contact us to get started.