Estate planning is an essential tax-savings strategy, no matter what size your estate is. A carefully thought out and well-planned estate can ensure that your personal and family objectives are carried out after your death, strictly in accordance to your wishes.

You have worked hard all your life to accumulate your assets. Through proper planning, you can develop the most effective way of managing your assets now, so that they can be efficiently distributed after your death. A primary objective should be to devise a plan that enables you to pass on your assets to your chosen heirs at the lowest tax cost.
Charitable giving can be an effective estate strategy that can provide both income and tax benefits for you and your heirs.

Through your estate plan, you can:

• Determine to whom, how and when your assets are distributed.
• Create trusts for your spouse, children, and others, thus providing income for beneficiaries, as well as substantially saving taxes and other fees.
• Minimize and sometimes eliminate estate taxes.
• Reduce probate costs and legal fees.
• Make gifts to charities and/or educational institutions, such as the Keck School of Medicine of the University of Southern California.

If you would like to explore the many possibilities and review how a charitable gift can enhance your overall estate plan, please contact us at (323) 442-1346. Your inquiry will be confidential, cost free and without any obligation to make a gift.

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