Incorporating philanthropy into your estate plan is a powerful way to leave a lasting legacy while supporting the causes you care about. By including charitable bequests in your Will or setting up a donor advised fund, you can ensure that your wealth benefits future generations. Options like Charitable Remainder Trusts or family foundations can also provide tax advantages while fostering a culture of giving within your family. Thoughtful planning allows you to maximize the impact of your generosity, ensuring that your values live on through organizations and initiatives you support. Consulting with an estate planning lawyer can help tailor a philanthropic strategy that aligns with your financial goals and charitable vision.

If you have questions about make charitable giving a part of your general estate plan, give us a call at 253.858.5434 to see how we can help. We represent clients throughout Washington and Idaho and are available to meet in person, by phone, or via video conference.

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