Estate & Trust Planning
Protect Your Legacy. Provide for the People and Causes You Love.
Estate and trust planning isn’t just about passing on wealth—it’s about passing on values. At The Giving Guy, we help you design a plan that preserves your assets, reduces tax burdens, and ensures your legacy is carried out with clarity and purpose.
Whether your goals are family-focused, philanthropic, or both, we partner with you (and your attorney, if needed) to structure your estate in a way that reflects your priorities.
Our guidance includes:
Strategic Beneficiary Designations
Trust Planning for Family and Charitable Goals
Integrating Donor-Advised Funds, CRTs, and Legacy Gifts
Minimizing Estate and Inheritance Taxes
Creating a Living Legacy Through Intentional Giving
We serve as your trusted advisor to help simplify the complex, avoid costly mistakes, and bring peace of mind to your planning.