Sentences with phrase «charitable planning advice»

With proper charitable planning advice, you might be able to remove the asset from your taxable estate, receive a substantial, immediate tax deduction, and even guarantee income protection.

With proper charitable planning advice, you might be able to remove the asset from your taxable estate, receive a substantial, immediate tax deduction, and even guarantee income protection.

Not exact matches

Mr. Hafen's practice includes advice regarding sophisticated tax, estate, asset protection, and business planning strategies, including the preparation of documents such as wills, living trusts, durable powers of attorney, healthcare directives, asset protection trusts, irrevocable life insurance trusts, gift programs, grantor retained annuity trusts, education trusts, family limited partnerships and limited liability companies, generation - skipping transfers, charitable giving, charitable remainder trusts, private foundations, property agreements, and prenuptial and postnuptial agreements.