Charitable Giving
Estate Planning & Probate
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Donald J Fournier The best gifts are planned. We can design a plan to help you support the charity or cause of your choice. (978) 810-7773
Congress encourages charitable giving through tax legislation that can minimize your income and estate taxes. We help clients explore options for charitable giving as part of a comprehensive estate planning strategy. Our attorneys provide individuals and families with sophisticated advice on a wide variety of estate planning and wealth transfer issues.
Your Story, Your Ending. Write It Well.
Imagine a future where your family is taken care of, and your legacy is protected.
With a solid estate plan, you can simplify your life, save money, and give your loved ones peace of mind. We can review your assets and charitable interests as we help build your customized estate plan. Options for charitable giving
Charitable Giving
We assist donors making charitable gifts of appreciated securities and cash, and “complex assets” such as real estate, life insurance and more. Honoring a loved one or supporting causes important to you can have numerous benefits in terms of your estate. Assets given to a charity upon the owner’s death will be sheltered from the estate tax to the extent that they qualify for the estate tax charitable deduction under I.R.C. § 2055. Moreover, income taxes will not be imposed on distributions made to a nonprofit organization or to a charitable remainder trust due to the tax-exempt status of those entities.
Charitable Giving: Estate Planning Attorney: Donald J Fournier
Whether you elect to donate during your lifetime, through your estate plan, or through donor-advised charitable programs, the donations can serve to maximize your income tax situation while supporting causes that are meaningful to you.
The Law Offices of Donald J. Fournier p
The Law Offices of Donald J. Fournier performs estate planning throughout Essex County for people of all ages and circumstances. Our services include advanced trusts, tax planning, and wealth conservation strategies, along with long-term care and disability planning as needed.
Plan Your Future, Secure Your Legacy.
Take control of your future. Effective estate planning empowers you to manage your assets both now and after you’re gone, avoiding probate and ensuring a smooth transition for your loved ones.
We build relationships and create solutions that stand the test of time
At Law Offices of Donald J. Fournier & Associates, we don’t just provide legal services.