Estate planning and charitable giving are intricately intertwined in that they both address how your assets will be distributed.

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Estate Planning and Charitable Giving

Answers to all your questions on trusts, estate planning and charitable giving. If you have more questions please contact us for more information.

Estate planning is essential for distributing your wealth in life and after death. It allows you to preserve your family values and ensure that your assets benefit the people and charitable causes that you care about, even after you’re gone. Estate planning provides certainty and control over all you’ve worked for and accumulated during your lifetime.

At All Seasons Wealth, we embrace estate planning as an essential component of a comprehensive financial plan and the foundation of financial planning. When stock brokerages solely focused on selling stocks during the 1960s, Raymond James founder Bob James made sure his clients understood the importance of preserving their wealth, assets and investments for their loved ones.

A trust is a legal entity that helps facilitate wealth transfer and preservation. It is a legal agreement between two parties, the person who creates the trust (the grantor) and the trustee (the person, institution or trust company responsible for administering the trust). The trustee manages the assets placed in the trust for the benefit of a third party (the beneficiary). Typically, trusts are drafted by attorneys.

Unlike wills, trusts are not subject to probate and therefore enable you to keep your affairs private, and can help minimize settlement and estate costs.

Trusts can be utilized for almost all asset levels, and offer a number of benefits. Trusts can help control what happens to your estate, regardless of its size; possibly reduce estate taxes, and potentially avoid complications in probate—a lengthy and expensive process that can take anywhere from 6 months, to two years or longer. Some families want to plan for long-term care or education for their children or grandchildren. Others want to provide for a favorite charity or gift money to a friend in need. One thing is certain, if a trust is needed, the time to plan for it is now.

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Other Questions?

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