Benjamin Franklin once wrote, “In this world nothing can be said to be certain, except death and taxes.” For some, tax time is the more intimidating option.
Save yourself the hassle and aggravation of tax season by taking steps to gather what you need before the taxman comes calling. By being better organized, you’ll put yourself in a position to further your support of Casa Pacifica and other causes close to your heart.
Contact Carrie Hughes at (805) 366-4011 or email@example.com to learn how you can extend your impact and support Casa Pacifica with a gift in your estate.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.