Charitable Planning

You have worked hard throughout your life and have been successful. You want to give back to some charities, but you don’t want to diminish the amount you will pass on to loved ones.

When what you want is to support charity and take care of your loved ones as well, proper legal planning makes it possible to have your cake and eat it too .

Advanced Legal Planning, LLC cares about your charitable goals.  Though there are some planning tools discussed on this web site that do not require our legal services and for which we may never be able to charge a fee, we wish to include those tools because you need a comprehensive overview of your options to make appropriate charitable planning decisions.  We hope this information will be helpful.  (Follow the links at the right to Dig Deeper.)

Please be mindful that while fulfilling some charitable goals can be as simple as making a gift of cash to your church or school, most of the concepts discussed here assume you have significant assets you wish to use to assist charitable causes.  Utilizing these tools requires Advanced Legal Planning and should include competent legal and financial advisors. 

Advanced Legal Planning, LLC believes in helping our communities.  We believe that as members of the human family it is our responsibility to help our brothers and sisters who are in need.  Therefore, if you need assistance fulfilling your charitable desires and Advanced Legal Planning, LLC can not offer that assistance, we would be happy to help you locate resources that offer the assistance you are seeking.