Tax Planning and Charitable Giving

Without proactive planning, wealth can be eroded unnecessarily by income, capital gains, or estate taxes. Many clients don’t realize how timing, structure, and coordination with other financial strategies can significantly reduce their tax exposure. By addressing these issues early, you can:

• Reduce current and future tax liabilities.
• Preserve more wealth for family, heirs, and beneficiaries.
• Structure charitable gifts to maximize both personal satisfaction and tax advantages.
• Integrate tax strategies with estate planning, trusts, and asset protection.

For example, a business owner who fails to plan may face estate taxes that require selling a portion of the business to cover the obligation, potentially disrupting the company’s operations. Similarly, a family looking to give to charitable causes without careful planning may miss opportunities for tax benefits, reducing the impact of their gifts.

Maximize Your Wealth.

DarrowEverett attorneys provide tailored solutions designed to protect wealth, minimize taxes, and align with your personal values. Among those are:

Charitable Trusts and Foundations: We help clients establish structures such as Charitable Remainder Trusts (CRTs) and Charitable Lead Trusts (CLTs), allowing you to give strategically while enjoying income or estate tax benefits. Private foundations can create multigenerational giving legacies, ensuring your philanthropic vision continues over time.

Gift and Estate Tax Planning: Our attorneys design strategies for efficient wealth transfer, using lifetime gifting, family limited partnerships, and other tools to reduce estate and gift tax exposure.

Retirement and Investment Structuring: By coordinating withdrawals, contributions, and investment strategies, we help you maximize after-tax returns and preserve assets for the next generation.

Philanthropy Planning: Beyond tax benefits, we align giving strategies with your values and long-term vision. This includes donor-advised funds, recurring contributions, and innovative charitable vehicles that combine financial and social impact.

Integration with Financial Advisors: We work closely with your accountants, investment managers, and family members to create seamless plans that stand the test of time.

Now Is The Time to Act.

The right planning transforms taxes from a drain on your wealth into a tool for achieving long-term objectives. By taking a proactive approach, you can:

• Preserve more wealth for your family and heirs.
• Maximize the impact of charitable giving.
• Reduce the risk of conflicts or unexpected liabilities.
• Integrate tax strategies with broader estate and financial plans.

With DarrowEverett, you gain more than legal advice—you gain a partner committed to helping you make your wealth work smarter today while creating a lasting legacy tomorrow.

Clients choose DarrowEverett because we combine technical tax knowledge with a practical, client-focused approach. Tax planning isn’t just about numbers—it’s about helping you achieve financial clarity while supporting your personal and philanthropic goals.

Our attorneys are skilled at identifying opportunities and anticipating challenges. We provide guidance on complex topics such as capital gains planning for appreciated assets, charitable remainder trusts, and business succession strategies—all while keeping your family’s priorities and values in alignment.

Contact us today to start creating a personalized tax and charitable giving strategy.