Most individuals wish to ensure that they have adequate assets to provide for their lifestyle during their lifetime, and to ensure their family's financial needs are met after their death. Beyond that common wish, many individuals have varying goals, which may include charitable objectives.
In addition to the obvious humanitarian and moral benefits of private philanthropy, charitable transfers have the potential to generate substantial federal income and estate tax savings. A wide variety of techniques may be used to maximize these saving opportunities. Individuals should not make important financial decisions, including the decision to make significant charitable contributions, without considering the effect they will have on their personal and family wealth planning.
Our attorneys can advise you on questions such as:
The attorneys at JEFFREY BURR are experienced in structuring outright gifts of cash or other assets to charitable organizations, as well as deferred giving vehicles. We can explain the benefits and drawbacks of utilizing different methods such as Bargain Sales, Gifts to Private Foundations, Charitable Remainder and Charitable Lead Trusts, Pooled Income Funds, and Donor Advised Funds, based on your individual needs and goals. Most importantly, we can advise you on how to integrate charitable giving into your overall financial and estate planning.
Attentiveness, flexible meeting times, promptness.
Everyone was professional, friendly and helped us get our Will and Trust updated just as we needed.
Very professional, flexible scheduling, thorough, responded immediately to inquiries, excellent price for services rendered.
Extremely keen knowledge of probate and trust administration.
Rebecca Haines was very professional. We both felt our experience with her was in both of our interests.
Very professional manner in dealing with me. Thorough. Competent. They listened to my input and followed my wishes. Suggested excellent improvements to my previous Washington State will.
Friendly, courteous, helpful in answering questions and most importantly, trustworthy. Mr. Hatch and his paralegal are the nicest people I have ever dealt with. I would recommend them to anyone I know.
They were able to resolve my issue with the IRS completely that I had attempted to do many times prior.
"Very professional on preparing my trust"
"Not feeling rushed. Derek did a great job clearly explaining everything asked of him."
"Helpful and made it easy, very caring about our needs and wants."
"5-star rating in my book. I could never have done it without your office staff."
"Professional staff, listened to requests, answered ALL questions, made sure I understood."
"Handled with the best ease under the circumstances. Very compassionate, however, straightforward, thorough handling of paperwork."
"The staff at Jeffrey Burr were exceptional. They were outstanding and compassionate. I would recommend the firm to others. Thank you for all your help."
"Everybody was friendly and explained things in simple terms."
"I had the feeling that my family and my wishes were important. I'm so happy to know everything is taken care of."
"Revised documents as necessary and was thorough in explaining."
"So nice, yet professional—we are so pleased with your staff and service. Thank you."
"Very competent, friendly, Ms. Haines even stopped by my condo to notarize a statement for Bank of America, saving me a long drive to your office."
"Early on discussion of what to expect. All questions immediately addressed as well as genuine care for my situation."