The Cries of the Needy Are Ignored

People Go On With Their Day

You Have Wealth to Share

Isn’t It About Time You Gave Back?

Be the Savior That No One Else Wants to Be

We’ve all been there. Out grocery shopping, we’re given the chance to spend an extra dollar or two to help those in need, and we hit that “Not today” button without giving so much as a second thought. You know deep down that extra dollar is going right back to the company, anyway. At least, that’s how you justify your actions. Does that mean you should give up on donating to charity entirely? There’s a better way to do it, and our secret is for those with open ears and some wealth to go around.

Not everyone has a kid, spouse, or any other family member to pass down their wealth to. In that case, what happens to your assets after you die might not feel like a “you” problem. Anything of yours will belong to the state, and that’ll be the end of your story. Or, with a simple document, your end can mark the beginning of someone else’s future. If all it takes is an estate plan to change a life, wouldn’t you do it?

Don’t Give In Vain. Be Charitable the Tax-Efficient Way With Estate Planning.

If you think donating to charity is as easy as writing out a check, you have a lot to learn. The government oversees all monetary gifts and will tax them as such. Doesn’t matter if you’re giving to a family member or a stranger in need. Money is money, and that means you have to pay up.

Want your donations to mean something? Want to make a positive impact before you go? You won’t hit either mark unless you understand the realm of tax implications and how to navigate it.

Tax implications for charitable giving can go one of two ways. You can make donations throughout your lifetime to reduce the amount of taxes you owe per year, or you can leave your estate to charity and owe zero estate taxes at the time of the transaction.

When you donate your entire estate, your charity of choice will receive every penny given to them, and there’s no dessert sweeter than free money with no obligations. When you make frequent donations to a sponsored charity organization year after year, you’ll get an immediate tax deduction. There’s no wrong choice when you’re already giving more than the majority. So, are you ready to become an unsung hero in America?

“Can I donate my retirement savings?” Yes, you can! Charitable giving includes 401(K) and/or IRA accounts that you list in your estate plan.

Do Better. Do More Than the National Average. Somebody Has To…

Turning a blind eye to those in need has been an epidemic in America for as long as the nation’s inception. We’ve all been guilty of it at one point or another, no matter how much it pains us to admit it. Every single day, we are given the choice to turn it around and make up for our past mistakes. Most people don’t, but will you be the exception?

When You Have Nothing Else To Lose, It’s Up To You To Do What Is Right. Make Charitable Giving Part Of Your Estate Plan And Present The Unfortunate With The Opportunity That They Never Had.

Can you really go about your day without guilt, knowing that there are people out there who could use your wealth? You won’t need it after you pass away, so what’s your excuse? Set up your estate plan for charitable giving and do it the right way with a team of professional estate planners you can trust.

Find out how your estate plan can help those in need. Reach out to the David Carrier team today for a consultation on expert estate planning services so you can give back in the most tax-efficient way possible.