Philanthropic Planning

Clients are often interested in making gifts to charities. Philanthropic planning is the use of advanced estate planning techniques to get more out of the charitable giving you wish to do. By committing to a future charitable gift now, you can create additional value for your charities and secure immediate tax benefits. At The Pollock […]

Charitable Trusts

Many clients are interested in Philanthropic Planning. One of the tax efficient ways to make gifts to charities, but also still receive some of the assets back, is through the use of a charitable trust. A charitable trust where you or loved ones benefit is also known as a split-interest trust. It is called a split-interest […]