West Des Moines Charitable Planning Attorneys
Charitable planning is an effective way to accomplish two goals: provide support for causes you believe in while exempting your estate from certain kinds of taxes. At Wilson, Deege, Dollar, Despotovich & Riemenschneider, we create charitable giving plans for clients that allow them to support causes important to them while reducing the amount of estate tax they have to pay. Working with tax experts and financial planners, our lawyers structure gift giving to take full advantage of the unified credit exemption.
If you would like to learn more information about how charitable planning and gift giving can supplement your estate plan, contact estate planning lawyers at Wilson, Deege, Dollar, Despotovich & Riemenschneider today.
Charitable Planning - Considering Your Options
Working with financial experts and tax planners, our lawyers advise clients in regard to the following kinds of charitable / gift giving options in relation to the unified credit exemption:
It's important to know that the trust or fund you create for the purposes of donating to a cause you believe in is secure. Our office advises and assists clients in providing a firm legal foundation for establishing a trust, fund, or endowment. We ensure checks and balances are put in place, as well as auditing and reporting requirements, in order to prevent financial mismanagement and malfeasance.
If you would like more information regarding charitable planning and the options available to you, contact Wilson, Deege, Dollar, Despotovich & Riemenschneider today. Our attorneys provide free consultations and are available to discuss how a charitable planning can compliment your estate plan.