Lawyers Helping You Meet Your Charitable and Philanthropic Goals
To many of our clients, it makes a great deal of sense to consider charitable trust planning during their lifetimes. There are often substantial tax benefits involved in charitable trust planning that cannot be matched in a simple bequest.
The Law Offices of Kathleen Fowler is a logical choice for high net worth individuals and families and those who are charitably inclined to begin their charitable planning discussions. Our thorough understanding of Massachusetts and federal law — as well as our comprehensive, multigenerational approach to estate planning — allows our attorneys to offer strategic guidance and experienced representation in a host of matters that impacts any substantial estate plan, including income, estate and capital gain tax planning and the establishment of non-profit entities, such as charitable trusts and foundations, as part of a complete charitable giving plan. Contact us today to schedule a free and informative consultation.
Maximizing the Benefits of Charitable Trust Planning
The goal of the attorneys at the Law Offices of Kathleen Fowler is to help our clients maximize the value of their estates; for themselves, for the next generation and for the intended recipients of charitable giving. Trust planning is an integral part of charitable planning. Intelligent charitable planning can provide significant income tax benefits to clients while increasing the benefits to charity.
The lawyers at our offices on Cape Cod and in Wellesley will meet with you to discuss your charitable and philanthropic goals and help you prioritize those goals and evaluate your options. Why not benefit yourself as well as those organizations that you support?
To discuss charitable trust planning or any other aspect of estate planning for philanthropic purposes, please call our offices in Dennis at 508-619-2260 or Wellesley at 781-489-3068. You can also send us an e-mail now for answers to your questions or to schedule a free consultation.
