Estate planning for people with more than $10,000,000 of assets should include a consideration of some of the more complex charitable and gifting strategies. By the time people acquire this quantity of assets, they tend to have what they need to consume personally, and gifting becomes more palatable. Moreover, this type of planning helps people with sizeable estates to minimize their tax obligation and leave a legacy for their heirs. With careful planning, people can benefit the charities of their choice, save on income taxes, and save their family estate taxes down the road. Those who engage in this type of planning can help a charity while they are still living, secure income for the remainder of their life, and leave a legacy for their posterity as well.
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