Maximize, Give & Grow: Charitable Tax Strategies скачать в хорошем качестве

Maximize, Give & Grow: Charitable Tax Strategies

Maximize your generosity, strengthen your financial future, and build a legacy that lasts. This session led by Copenbarger Law Firm’s Estate Planning Attorney, Victoria Rayman, and Lifestyle Financial Partner, Zachary Rayma discusses how thoughtful planning can benefit both your loved ones and the causes you care about. As the year comes to a close, many people consider charitable gifts or year-end tax decisions — but true legacy planning goes beyond the calendar. This webinar explores how both Revocable Living Trusts (RLTs) and charitable tax strategies can work together to create long-term protection for your family and meaningful impact. Victoria discusses some of the basics of Estate Planning and how a Revocable Living Trust protects your legacy, avoids probate, and provides lasting care for your loved ones, while aligning your values with your estate goals. Zachary also shares key tax-efficient strategies for making charitable gifts before year-end, helping you make informed, purpose-driven decisions that benefit both your family and your community. Whether you're looking at immediate giving opportunities or building a long-term estate plan, this webinar will help you see how thoughtful planning creates stability, generosity, and peace of mind for years to come. _____________________________________________________________________ Want to book an appointment? Give us a call on: 800-244-8814 or send us an email at: [email protected] and we will get back to you! Want to learn more about current law? Take a look at our website for more information about the Copenbarger & Copenbarger LLP Firm: https://www.copenbarger.com/ Follow our social pages for more: Facebook:   / copenbargerlaw   Instagram:   / copenbargerlaw   Threads: https://www.threads.com/@copenbargerlaw TikTok:   / copenbargerllp   Linkedin:   / copenbarger-copenbarger-llp   Make sure to subscribe and turn on the post notifications to see our next webinars! Subscribe to our channel:    / @copenbargerlaw   _____________________________________________________________________ Keywords: charitable tax strategies, year-end giving, revocable living trust, RLT, estate planning webinar, charitable giving tips, avoid probate, tax-efficient giving, California estate planning, trust planning, financial planning 2025, Copenbarger Law Firm, Lifestyle Financial, legacy planning, charitable contributions, maximize deductions, donor advice, financial security strategies