“Perhaps the thing is to sit quietly and give thanks for the endless gifts, for music, for the feel of a pen or a sheet of paper, for the light on the mountains, and for friends, those of you I know and those of you I will never know.”

—James Hubbell

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, 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

Photo of James Hubbell:  by John Durant