Charitable giving

Another important aspect of estate planning is using that plan creates a legacy by benefiting charitable organizations and educational institutions.

High wealth clients can reap significant tax benefits from setting up charitable lead trusts or charitable remainder trusts, but even a revocable living trust can include beneficiary designations to ensure that trusts assets can be used to benefit those non-profit organizations of your choosing.

Here is a list of charitable organizations to consider as potential beneficiaries to your estate plan:

  • American Cancer Society.
  • American Diabetes Association.
  • American Red Cross.
  • Autism Speaks.
  • Scouting USA.
  • Doctors Without Borders.
  • Girl Scouts USA.
  • Guide Dog Foundation for the Blind.
  • Make a Wish Foundation of America
  • Wildlife Conservation Society.
  • Wilson Disease Association.

In addition, the American Institute of Philanthropy provides information about charitable organizations.

Remember that an estate plan is not simply a “piece of paper.” It’s peace of mind. There is no better time than today to help secure your family’s financial future with a comprehensive estate plan.

For more information or to get started on this important life project, visit or contact me at or 734-827-9450. I’ll help you plan ahead. 



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