Estate Planning

Charitable Giving

How should I donate to charity to ensure the maximum tax advantages?
There are several requirements that the IRS has put in place in order to make it more and more difficult for people to get a tax break on donated items.  There are also ways to limit the estate tax burden by donating to charitable organizations.

Please call 407-447-0601 to find out more information on how to set up a charitable foundation, and to find out the differences between a Charitable Remainder Annuity Trust, a Charitable Remainder Unitrust, a Charitable Remainder Trust, and a Charitable Trust. 

Contact our office in Orlando or call 407-447-0601 to schedule a consultation.