Charitable donations are a way to spread the holiday spirit and practice generosity. We encourage clients to make donations to causes they truly believe in.
The values of philanthropy can be a part of your estate plan through charitable donations. Making donations through your estate plan can also reduce tax liability for yourself, your estate, and your loved ones. Including giving in your estate plan can inspire your loved ones to follow your legacy, and you can set an example for generations after to be charitable, volunteer, and display empathy in everyday life.