Charitable giving is one of the most powerful ways to shape your legacy. At Oak Grove Estate Planning, our Lafayette attorneys help you give with intention—maximizing your impact while protecting your family’s financial future.
Financial Benefits of Smart Charitable Planning
Charitable giving isn’t just meaningful—it can also offer significant tax advantages. The right legal structure can help reduce estate taxes, lower your current income tax burden, and even provide lifetime income for you or your family. Our Lafayette charitable giving attorneys can help you explore:
- Charitable Remainder Trusts (CRTs) – generate income for you during your lifetime, with the remainder going to your chosen charity.
- Charitable Lead Trusts (CLTs) – provide income to a nonprofit for a set period before assets transfer to your heirs.
- Direct Gifts and Bequests – leave assets in your will or trust to support the organizations you care about.
- Donor-Advised Funds (DAFs) – offer flexible giving options with immediate tax benefits.
Each option offers unique benefits, and we’ll help you choose the right strategy based on your financial picture and charitable goals.