At the Estate Preservation Group, I help clients with a broad range of estate planning matters, including devising and executing charitable giving strategies in Carlsbad and throughout the surrounding areas.
There are a number of instruments I can use to help you provide for charitable causes, including:
I stay up to date on all changes in 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.
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, call us or send us an email..
The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice
regarding your individual situation. Contacting us does not create an attorney-client relationship.