Remember Ilan-Lael in your estate planning!
Keep the Ilan-Lael Foundation in mind when making your estate plan. Your planned gift can include cash or property, or a percentage of the overall estate. We also encourage you to explore income tax savings techniques, such as lifetime gifts of appreciated stock and life income gifts, such as charitable remainder trusts and charitable gift annuities. These gifts can greatly help Ilan Lael AND provide you with immediate tax savings.
Gifts of this nature should be carefully considered in relation to your overall financial and estate plan. We urge you to consult with an attorney to ensure your plans comply with state requirements.
For more information, call our office at 760-765-3427.