Charitable Planning

Charitable Planning allows clients to provide a legacy to causes they are passionate about.

An important component of an estate plan strategy, involves leveraging the economic benefit provided though transferring family assets to public and private charities.

Gifts can be structured to allow for management of the gifted asset by the donating family, while having access to the income it provides.

Clients can also address charitable planning by designating life insurance proceeds to a charity. These bequests can provide a significant benefits to the charity while providing a great legacy for the client.

As part of the discovery process, The Vita Group will suggest creative solutions that provide for the client’s charitable intentions and economic requirements of the wealth and preservation strategy.