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Charitable Planning

For those with a philanthropic desire, charitable planning can be an important aspect of an estate plan. There are numerous ways to donate to charities, many of which create a charitable tax deduction. Charitable planning is a great way to give back to the community, reduce income taxes, waive capital taxes on property, or set up future gifts while receiving income during your lifetime.

As part of a comprehensive estate plan, Elliot works with individuals and families to create solutions that support the desired charitable organizations, save on taxes, and provide learning opportunities for children, grandchildren, and other heirs.

Some of the vehicles used for charitable planning include the following:
Elliot is aware of the pitfalls that exist when buying and selling businesses and has the knowledge to walk you through the process. Elliot has worked on extremely complex transactions and has the experience necessary to keep you out of trouble while working towards your goals.