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Gifts That Protect Your Assets

Increased income may not be your primary objective.  Instead, you may be wondering how you will deal with some highly appreciated property or a growing family business as your needs and lifestyle change.  Will taxes consume much of the value that you have worked so hard to grow? Will anything be left for you and your family?

We have several plans that help you keep control of your assets, or transfer them, at less cost to you and to make a gift at the same time. 

Here are some of the benefits you can take advantage of:

  • You can greatly reduce the estate and capital-gain tax cost of passing appreciating assets on to your children.

We can show you creative ways to use those assets to benefit the Natural Resources Defense Council, while at the same time preserving the benefits of those assets for yourself and your family.

Popular Giving Arrangements

Charitable Lead Trust
Your hard work has paid off and your business is growing. How can you preserve some of its value for your children? Learn more about a Charitable Lead Trust




The material presented on this website is not offered as legal or tax advice.
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