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Charitable Planning

By making periodic or annual gifts to different charities throughout your lifetime, you will not only be giving to causes that you believe in but also receiving tax breaks in the process. There are three steps to charitable planning:

  1. Plan a strategy

  2. Structure your plan

  3. Select tax favored assets for giving

With proper legal counsel, you can use charitable planning to your advantage.

The information on this website is for general informational purposes only and does not constitute legal advice. Contacting Irvine Legal does not create an attorney–client relationship. Past results do not guarantee future outcomes.