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Giving back is important to me. How do I make sure that my favorite charities are included in my estate plan?

Estate Planning

Estate planning is not just for people with significant assets who may be subject to an estate tax. Estate planning is important for everyone. If you do nothing to control the disposition of your estate, by default you do have an estate plan – one designed and administered by the government, with no regard for the needs and desires of you and your family.

If one of your life goals is to leave your family a nice inheritance, or leave a legacy to your favorite charities, Cutter & Company will help you with your estate planning details. Research indicates that only about one-third of wealth transfers succeed after transition. We have the experience and resources to ensure that your wishes are fulfilled, and your wealth is transferred to the intended recipients, with less going to taxes. We stay on top of current tax laws, and new charitable giving legislation, and have the knowledge to help you significantly reduce your tax burden through philanthropy.

Your Cutter & Company Financial Advisor will work with you to create a proper estate plan designed to benefit the people you most care about in life. You can review the plan with your accountant and attorney, and rest assured that your assets will be distributed according to your wishes.