A Smart Tax Plan with A Noble Cause
Charitable giving is an integral part of many estate plans because it is one of the most effective ways to minimize estate taxes while protecting family assets. By setting up a tax-favored charitable plan, you can support causes you believe in, leave behind a shining legacy, and pass family values from generation to generation.
Through proper charitable planning, you can – depending on the investment – remove the asset from your taxable estate, ensure a substantial immediate tax deduction is given, and even guarantee benefit income protection. We can help you:
- Plan and implement a charitable giving strategy to eliminate capital gains on appreciated assets.
- Structure your plan for maximum tax advantages on your current income tax bill.
- Select the best, tax-favored assets for gifting.
BeamaLife can work with you to build a philanthropic legacy as part of an integrated wealth transfer strategy. We can help you determine the best way to give to nonprofit organizations while minimizing tax issues that may impact your family’s future. Please complete the “no obligation” information request form or call (800) 554-7822 now.