Whether you are navigating the complex world of estate taxation, planning for your own estate and trust matters or including charitable giving as a part of your financial plan, the team at Hart Capital Management is here to help.
We can help you:
- Deal with the complexities of an inheritance in its type, timing, and tax implications
- Understand whether setting up a trust is right for your situation and goals
- Review current estate documents such as wills or trusts
- Understand what charitable planning tools are available to you
- Set up a charitable fund for scheduled giving
- Understand the tax consequences to giving during your lifetime or at your death
Please contact us for further information on estates, trusts and charitable giving.