As longtime president of the West Portal Merchants Association, Deidre is actively involved in supporting local merchants in our great San Francisco communities. By working with small businesses, local government, law enforcement, donors and other non-profits, VRL works to make our neighborhood as safe and vibrant as possible.
If you need a referral to other quality professionals such as other lawyers for different practice areas, accountants, realtors, bookkeepers, financial advisors, insurers, bankers, and so on, do not hesitate to contact us for a reference. We are also uniquely qualified to know a broad swath of the San Francisco merchant, dining, and service provider communities, and are just as happy to offer referrals to many local gems. Just reach out to us to ask.
Planned giving is the process of donating planned gifts. Commonly granted through wills or trusts, planned gifts can be cash, stocks, real property and much more. Some planned gifts provide life-long income to the donors. Other gift plans use estate and tax planning to provide for charity and heirs in ways that maximize the gift and/or minimize its impact on the donor’s estate. A planned gift is any major gift, made during life or after death, as part of a donor’s overall wealth planning.
Planning your legacy can help you meet your financial and philanthropic goals. There are a variety of ways to structure a gift that can satisfy both your financial and charitable goals while providing you and your family with financial benefits. Some benefits of planned giving include income tax relief, reduced estate taxes, and capital gains tax savings. It is important to satisfy your wishes and keep in mind the potential tax and financial benefits.
Contact us to set up a preliminary consultation with our estate planning team.