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Charitable Planning


Charity begins at home, but for many Americans it extends much further. People donate to charity for many reasons. Some donate to charity out of a moral obligation; others donate for income tax and estate tax reasons. In the estate planning sense, the object of charitable giving is to shrink your estate in order to limit your estate tax exposure, while at the same time benefiting society at large. Charitable gifting in the income tax planning sense may reduce the size of your taxable income. Whatever the reason for giving, keep on doing it. Most of the charities are doing good work making our world a better place to live. At Guertin and Guertin, LLC we help people accomplish their charitable planning goals.

Estate Planning   •   Asset Protection   •   Charitable Planning   •   Probate Administration   •   Medicaid Planning   •   Premarital Planning