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Affordable estate planning for Arizona families using powers of attorney, wills and trusts. Call 480-229-6220 to schedule a complimentary consultation at your home or in our Ahwatukee office. Living Trust Phoenix Title
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Last will and testament in Phoenix, AZ
Credible charities
The following organization is one of several services offering reviews of various charities: www.charitywatch.org
Overview of Charitable Distributions
What to know:
  • Charitable giving is a way of leaving a legacy.
  • Most charity websites offer information about multiple ways to give, including via an estate plan.
  • Some charitable distributions to qualified charities are not included in estate tax calculations.
  • Charitable Remainder Trusts (CRTs) can be used when estate taxes are a factor.

    • Charitable Giving

    In addition to providing for family members, our clients often include organizations in their estate plan that are close to their hearts. If not listed as a primary beneficiary, a charity or combination of charities can be listed as contingent (backup) beneficiaries.

    Below is a partial list of charities our clients have included in their estate plan.

    HEALTH
    VETERANS
    MEDIA
    • NPR Foundation
    • PBS Foundation
    • Friends of Public Radio Arizona (FPRAZ)
    		  
    FAMILIES
    INTERNATIONAL
    ANIMALS
    NATURE
    • The Nature Conservancy
    • The Sierra Club Foundation
    		View Jamie Kahn's profile on LinkedIn

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    Disclaimer: Please consult with Four Peaks Planning, Inc. before undertaking any actions. The information in this website is provided with the understanding that the publisher is not engaged in rendering legal, tax or investment advice. While every attempt has been made to provide current and accurate information, neither the author nor the publisher can be held accountable for any errors or omissions. You agree not to hold any employee of Four Peaks Planning, Inc. liable for action you take from the information on www.fourpeaksplanning.com.

    Copyright: Four Peaks Planning, Inc. © 2023 - Last will & testament and revocable living trust estate planning. Serving all of Arizona including Anthem, Chandler, Flagstaff Gilbert, Glendale, Goodyear, Mesa, Payson, Peoria, Phoenix, Scottsdale, Sun City, Sun Lakes, Tempe and Tucson.