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, LLC is a logical choice for high net worth individuals, families, and those who are charitably inclined to begin their charitable planning discussions. Our thorough understanding of state and federal law — as well as our comprehensive, multigenerational approach to estate planning — allows our attorneys to offer strategic guidance and experienced representation for a host of matters that impact any substantial estate plan. These can include: income, estate and capital gain tax planning and the establishment of non-profit entities like charitable trusts and foundations – all as part of a complete charitable giving plan.

Maximizing the Benefits of Charitable Planning

The goal of the attorneys at the Law Offices of Fowler & Associates, LLC 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.

Our attorneys at Law Offices of Fowler & Associates, LLC – in Massachusetts and Florida - 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 arranging the protection and execution of your charitable donations, please call The Law Offices of Kathleen Fowler, LLC at 508-385-6263 for your FREE legal consultation.