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Why To Incorporate Philanthropic Giving Into Your Estate Plan?

by Edgar Paltzer | Apr 30, 2020 | • Charities, philanthropy and gifts, • Estate planning, • The will or testament

Philanthropic giving can reduce the percentage of Inheritance Tax that must be paid on the estate and is therefore an important part of estate planning.   There are many reasons why the inclusion of philanthropic giving into an estate plan can create financial...

Categories

  • • Charities, philanthropy and gifts
  • • Education, Training, Preparation of next generation
  • • Emergency measures; who decides and who will be(come) responsible
  • • Estate planning
  • • Family assets; art collection, portfolio, real properties
  • • Family business; Managing, structuring, involvement
  • • Family Disputes & Solutions
  • • Family Governance and Family Charter
  • • Family Integrity & Organization
  • • Family Offices; role, duties and responsibilities
  • • Foundations and trusts; structures to hold, control, protect and manage family wealth
  • • Living will
  • • Marriage contracts, nuptial agreements and family law
  • • Residency; consequences, double nationality, cross border estate planning
  • • Tax planning (corporate income tax)
  • • Tax planning (estate taxes and duties)
  • • Tax planning (personal income tax)
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  • • Transfer to the Next Generation
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