Charitable Planning
Make a Lasting Impact with Your Estate
If philanthropy is an important part of your legacy, Monument Estate Planning can help you incorporate charitable giving into your estate plan. Whether you want to establish a charitable trust, leave a bequest, or set up a foundation, we’ll work with you to ensure that your charitable goals are met while maximizing tax benefits.
We take the time to understand the causes that matter most to you, creating a plan that reflects your values and ensures your gifts are used meaningfully. Charitable planning also offers opportunities to reduce estate taxes while making a positive impact on the community.
FAQs
Here are some of the most common questions we get about our estate planning services. However, every situation is unique, and the best way to ensure your specific needs are addressed is to speak directly with our attorney. For personalized legal advice tailored to your circumstances, don’t hesitate to contact us today!
What are the tax benefits of charitable planning?
Charitable contributions can reduce estate taxes and may provide income tax deductions during your lifetime, depending on how the gift is structured.
Can I change my charitable plan later?
Yes, depending on the type of charitable gift you choose, you can often modify your plan to reflect changes in your charitable goals.
What types of assets can I leave to charity?
You can leave various assets to charity, including cash, real estate, securities, and personal property.
Ready to Protect Your Future?
At Monument Estate Planning, we’re here to guide you through every step of the estate planning process. Whether you need help with wills, trusts, or probate, our personalized services ensure your family and assets are secure. Schedule your consultation today and take the first step toward peace of mind for you and your loved ones.
ADDRESS
Monument, Colorado, United States
PHONE
Monument Estate Planning
This website is provided solely for general information and should not be construed as legal advice. Content may be specific to Colorado where Ms. Paul is licensed. Accessing the information on this website or sending emails or other communications to the Firm does not establish an attorney-client relationship. Such a relationship is formed only when both the attorney and client sign an engagement agreement that outlines the representation's scope and the fees, which must be agreed upon and paid to the Firm. Choosing an attorney is a significant decision and should be based on independent research and assessment.
