Skip to main content

DONATE NOW

Wills and Charitable Estate Planning

FREE Estate Plan Analysis

As a supporter of Harvest Aviation, you are eligible to receive a FREE Estate Plan Analysis. This evaluation can take any direction which you desire. If you merely have a few questions we will answer them or find an answer for you. On the other hand, if you desire a more in-depth assessment, we will provide you with the information you need, including estate planning options and dollar estimates of tax savings, lifetime income, etc.

Generally, this analysis would cover the basic estate planning documents: wills, trusts, living wills, powers of attorney for healthcare and for financial matters. We also would go over the different charitable giving tools, how they work and which might be more appropriate in a given situation. We would also discuss different options depending on your concerns and needs, e.g. lowering income taxes, increasing income, eliminating capital gains taxes, eliminating probate, etc. We are able to produce written diagrams explaining the results to be expected when using a given tool. These explanatory diagrams include estimates of all the applicable amounts which could be available by using the different charitable tools. For example, tax deductions, tax savings, increases in income, etc. Sometimes this analysis can be accomplished with a phone call or two. There is neither cost nor obligation associated with this opportunity. Many donors have indicated that this service has been very helpful to them. If you would like to participate, or have questions please contact: Jim Secrist, JD (434) 390-6953, or jimsecrist@gmail.com.

MENU CLOSE