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Charitable Bequests – Planned Giving

Do you want to benefit a charitable organization or cause?  Your estate plan can provide for such organizations in a variety of ways, either during your lifetime or at your death.  Depending on how your planned giving plan is set up, it may also let you receive a stream of income for life, earn higher investment yield, or reduce your capital gains or estate taxes. We can also work with you to make sure your money goes to the specific programs or services you wish to benefit and to help you visualize how your dollars, even with a modest bequest, could make a difference.   

 
A well-crafted estate plan should provide for your loved ones in an effective and efficient manner by avoiding guardianship during your lifetime, probate at death, estate taxes and unnecessary delays.  You should consult a qualified estate planning attorney to review your family and financial situation, your goals and explain the various options available to you.   Once your estate plan is in place, you will have peace of mind knowing that you have provided for yourself and your family in case the worst happens.


Law Office of Mark A. Schaum, P.A. is located in Boca Raton, FL and serves clients throughout Palm Beach County and Broward County, including: Delray Beach, Boynton Beach, Coconut Creek, Pompano Beach, Lake Worth, West Palm Beach, Palm Beach Gardens, Ft Lauderdale, Miami, Jupiter, Hollywood, Coral Gables and the state of Florida.



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1801 N. Military Trail, Suite 160, Boca Raton, FL 33431
| Phone: 561.750.7575

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