Philanthropy can be an important element of your legacy plan, with the potential to achieve both charitable and tax goals. It can also be an impactful tool for educating the next generation about family values – how to respect family wealth, use it wisely, and give back. At Sarah Morris Law, LLC, we work with clients to strategize the full spectrum of philanthropic investing and gift planning, including bequests, trusts, and the formation and management of tax-exempt entities like private foundations. We assist clients with charitable giving, regardless of your family’s level of wealth. If there is a cause you care about, we can help you incorporate it into your legacy.
