Charitable Giving Strategies

At the Estate Preservation Group in Oceanside, I help clients with a broad range of estate planning matters, including devising and executing charitable giving strategies.

There are a number of instruments I can use to help you provide for charitable causes, including:

  • Charitable gift annuity: A gift vehicle in which a donor gives a gift to a charity in return for a tax deduction and a long-term stream of annual income.
  • Private foundations: A corporation controlled by you or your family that can be used to benefit a charity while generating tax-free income.
  • Charitable remainder trust: Provides income to a noncharitable recipient while the remainder interest goes to a charitable beneficiary.

I stay up to date on all changes in the California and the federal tax code to help our clients maximize tax efficiency while maintaining compliance with frequently changing laws. I can advise you on charitable giving strategies that unlock the full potential of income tax deductions.

Building Your Legacy

Estate planning is about more than just drafting legal documents and transferring assets. It can be about bigger things, like the legacy you leave behind. What was important to you? How did you impact the world? These are questions I can help you answer by establishing a charitable giving strategy and other elements of your estate plan.

With more than 30 years of experience, estate planning lawyer Amy Fike Peters can help you explore all of the options available to you for passing your wealth and assets to individuals and organizations that are important to you.

To get started, contact our Oceanside law office online or call us at 760-687-9831.