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Professional Advisors
Charitable Estate Planning
We can help your clients leave a legacy for their family and causes they care about.
We can help your clients leave a meaningful legacy, both personally and in the community, while receiving the full tax benefits of their contributions
Our staff is available to discuss the various planned giving options and benefits, provide sample calculations and forms, or arrange for a confidential gift planning consultation with you.
We invite donors who have made plans, through their will or estate plan, to leave a gift to Berkshire Taconic to join our Legacy Circle.
Bequests
Charitable bequests can take a variety of forms—a percentage of the estate, a specific dollar amount, a residual bequest or a contingent bequest. more>>Charitable Remainder Trust
Charitable remainder trusts are flexible vehicles that allow donors to make a charitable gift but retain an income stream for the donor and/or others for life or a fixed number of years. more>>Charitable Lead Trusts
A charitable lead trust allows donors to make significant charitable gifts now while later transferring wealth to their heirs at reduced gift and estate tax rates. more>>Gifts of Retirement Plan Assets
When retirement assets pass to heirs, these assets can be subject to both estate and income taxes, which can total more than 70% of the assets. more>>Gifts of Life Insurance
Your client can make a gift to Berkshire Taconic by irrevocably designating Berkshire Taconic as the owner and beneficiary of a paid-up insurance policy. more>>Note: The information on this website does not constitute legal or financial advice and should not be relied up as a substitute for professional advice.
