You can structure charitable gift giving both during your lifetime and in your will to further your estate planning goals and make the most of available tax credits.

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Charitable gift giving during your lifetime and in your will can be structured strategically to align with your estate planning goals and take advantage of tax incentives. This can include creating a charitable trust, donating appreciated assets, setting up a donor-advised fund, and more. Consulting with an experienced estate planning attorney and financial advisor can help ensure that you maximize both your charitable impact and your financial goals through effective charitable giving planning.

You Can Structure Charitable Gift Giving Both During Your Lifetime