Estate Planning And Philanthropy

Estate Planning Services & Philanthropy

You've worked hard to achieve the life you desire. Now you want to make a difference in the lives of your heirs, as well as find the most effective way to support the causes you believe in. How can you pass on your wealth in the most tax-efficient manner, offering the greatest benefit to your loved ones?

A Merrill Lynch Financial Advisor can work with your tax professional to identify ways to help hand more down to the next generation and create a philanthropic legacy with lasting impact.

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How focusing on results can move the needle on the causes you care about most. Here's how to:

Direct Your Passion
Measure Your Giving
Pass It Forward

More Ways to Maximize Your Giving:

Impact Philanthropy

New forms of giving are enabling donors to match their desire to do good with their need for measurable, businesslike results. Read More

Microfinance and New Ways of Giving

A pioneer in Web philanthropy explains how technology is making it easier for givers to connect those who need their help the most. View Video

Tax-Efficient Philanthropic Moves to Consider Now

Beyond private foundations, there are a number of resources — such as donor-advised funds — that can help you prepare for higher rates while allowing you to get more for your charitable dollar. Read More

2012 Bank of America Study of High Net Worth Philanthropy

A new study finds American donors highly engaged with nonprofits. Get fresh insights into their giving patterns, attitudes and priorities. Read More

Women and Philanthropy: The Secret to Social Change

Whether they are giving or receiving philanthropic capital, women of all ages may be a key to a better world. Read More

Non-Profit Organizations: Investigate Before You Donate

Online research, on-site visits and expert advice can help see to it that your generous gift to an NPO has the impact you intend. Read More

Client Stories:

A Share of the Heavens

How one client turned his passion for vintage telescopes and astronomical archives into a collection for generations to enjoy. View Video

Call to Action

Paul Walker, of The Fast and the Furious movie fame, has tagged great white sharks and surfed the world's wildest waves. But he finds nothing more exhilarating than aiding victims of natural disasters. Read More

Invested in a Vision

Lifelong civil rights activist Andrew Young wants his financial legacy to have the biggest impact of all. Read More

Any information presented about tax considerations affecting client financial transactions or arrangements is not intended as tax advice and should not be relied upon for the purpose of avoiding any tax penalties. Neither Merrill Lynch nor its financial advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.

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Find a Merrill Lynch Financial Advisor who can help you plan your estate with an eye towards tax-efficiency and legacy-building.

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