Charlotte Charitable Planning Attorney

Charlotte Charitable Planning Lawyer

Assets forwarded in the directions you choose to help others — instead of to the government.

Generation and preservation of income.

Potential for considerable tax savings.

Heartfelt gifting that benefits a favorite charity, your church or your family foundation.

These are just a few of the many advantages available to you and your North Carolina family through charitable planning.  A Charlotte Charitable Planning Lawyer at Orsbon & Fenninger, LLP, can clearly explain and professionally execute each one for you.

The generosity you show in the charitable planning method you choose can benefit a number of grateful, worthy causes and help you help others. Put your plan into motion today by contacting our full-service Charlotte law offices.

You can call us toll free at 704-556-9600 , email us or fax us. Our lawyers maintain flexible meeting schedules that can accommodate yours.

Sound Advice On Charitable Planning Strategies From Orsbon & Fenninger, LLP

We are glad to explain the wide variety of charitable planning methods available to you, including:

• Charitable remainder trusts
• Charitable lead trusts
• Charitable family foundations
• Public charities
• Donation deductions for property, artwork and collectibles
• Conservation easements

Regardless of your age, income or level of assets, we can assist with charitable planning that continues to give throughout the years. Look to Orsbon & Fenninger, LLP, for the personal service, sound advice and legal leadership you need.

Our 50-plus years of combined decades of experience and proven credentials speak to what we can do for our clients — and your loved ones’ brighter futures. Founding attorneys Tony Orsbon and Cyndy Fenninger are board-certified specialists in estate planning and probate law by the North Carolina State Bar. Our newest attorney, Perry Coumas, focuses his practice on estate matters as well.

FAQs

As a firm that specializes in estate planning in North Carolina, our helpful legal professionals relish the opportunity to help you combine charitable giving with gaining tax benefits now and into the future. Orsbon & Fenninger, LLP can demystify the philanthropic planning process and explain the advantages of this form of strategic planning to realize financial objectives. Here are some explanations for frequently asked questions about charitable planning.

How Can I Incorporate Charitable Giving Into My Estate Plan?

There are several ways to include donations to charity into your estate plan. From donations of artwork to the formation of a private foundation, our estate planning lawyers can explain several different ways that you can give back through your estate.

What Is A Charitable Remainder Trust (CRT)?

A CRT is an irrevocable trust that can generate income for you, and after your death, your designated charity gets the assets that remain. It can allow you to avoid capital gains, estate and gift taxes on the sale of assets such as stocks. You can also get an income tax deduction on the value of your gift.

What Are The Tax Benefits For Donating To Charities?

There are several ways you can benefit from using tax-advantaged gifts. For example, those taking required traditional IRA withdrawals can take advantage of the qualified charitable distribution provision. This allows you to take the standard deduction on your taxes and get another tax break on up to 100,000 dollars annually. Our firm can look at your individual situation and goals to build a plan that meets your financial objectives while making a positive impact on your charities of choice.

Get Individualized Answers To Your Questions

If you are ready to learn more about how charitable planning can impact your investment strategy, give Orsbon & Fenninger, LLP , a call at 704-556-9600 , or contact us online. We can set up an initial consultation at our office in Charlotte to discuss how charitable planning can work for you.

Your Initial Consultation

Our experienced Charlotte charitable planning attorneys welcome the opportunity to serve you. Simply call 704-556-9600 to arrange a consultation or complete the online form. We always respond promptly to email and voice mail messages, and those left for us after business hours.