Thanksgiving isn’t just about stuffing your face with turkey (although that’s a big part of it). It’s also a time to think about how you can give back. And, guess what? Your estate plan can help you do just that. At Norton Estate Planning & Elder Law Firm, we know how to mix gratitude and generosity like a pro.
1. Donor-Advised Funds—Fancy, Right?
Want to keep your options open? A donor-advised fund lets you donate now and decide later which charities get the goods. Plus, it comes with some sweet tax perks.
2. Charitable Trusts: Giving and Getting
If you want to get a little while you give, a charitable remainder trust is your go-to. You get income now, and the rest goes to your favorite charity when you’re done. Best of both worlds, am I right?
3. Bequests—The Classic Move
Bequests are the OG of charitable giving. You write a charity into your will and boom, your legacy lives on. Easy, peasy, charitable cheesy.
Ready to mix gratitude and giving into your estate plan? Request a free consultation and we’ll help you leave a legacy that matters.
