All At One Financial

Charitable Planning

Estate Management

Charitable Planning: Enhance Your Estate & Reduce Taxes

Charitable Planning can be an excellent tool for estate management. Unlike common perceptions, charitable giving focuses on benefiting the donor, offering strategic advantages that extend beyond social goodwill.

 

Key Advantages of Charitable Planning

Would you like to leverage a wealth-building tool that can:

  • Increase your discretionary income?
  • Minimize or eliminate income, capital gains, and estate taxes?
  • Provide a tax-free inheritance for heirs?
  • Leave a lasting family and social legacy?

Delving into Charitable Gift Annuities (CGAs)

  1. Guaranteed Benefit Income Protection A CGA ensures beneficiaries receive a guaranteed lifetime income, whether immediate or deferred, providing financial security for the future.

  2. Substantial Tax Benefits

    • Capital Gains Relief: Transition ownership of appreciated assets without realizing a lump sum gain.
    • Immediate Tax Deductions: Gain a substantial income tax deduction, with potential surplus carryforward up to five years.
    • Estate Tax Reduction: Removing assets from your estate significantly reduces potential estate taxes.
    •  
  3. Direct Charitable Benefit Often, CGAs allow heirs to direct charitable funds, teaching them about giving while continuing your legacy values.

Wealth Replacement Strategy

Referred to as the “Grinch’s Strategy,” wealth replacement involves purchasing life insurance using the income stream from a CGA. This strategy allows you to gift significant assets to a charity, claim tax benefits, and ensure heirs receive tax-free life insurance benefits through an Irrevocable Life Insurance Trust (ILIT).

Choosing the Right Advisor

haritable giving might seem straightforward, but it’s critical to select an advisor focused on your and the charity’s best interests. Improper planning can align more with the advisor’s goals than yours.

financial advisor working on charitable planning with client

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Our Services

Holistic Mental Health Solutions

Individual Therapy

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Group Therapy

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Family Counseling

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Couples Counseling

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Meditation Workshops

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Teletherapy Services

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Pricing Plans

Affordable Care Packages

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Standard Plan

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$200

/month

Service Included:

Premium Plan

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$500

/month

Service Included:

Family Plan

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$600

/month

Service Included:

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Statistic

Mental Health by the Numbers

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Satisfied Clients
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Statistic

The Zenlift Guiding Principles

Compassion

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Integrity

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Excellence

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Collaboration

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25+

Qualified Professionals

Real Stories, Real Impact

Sarah Johnson

Marketing Manager

Overcoming Anxiety and Finding Peace

Emily and James Parker

Teacher and Graphic Designer

Strengthening Our Relationship

Our Story

2010

Inception of Zenlift

Zenlift was founded in 2010 with a mission to revolutionize mental health care by providing compassionate and personalized services to our community. Our journey began with a vision to create a safe space for individuals to prioritize their mental well-being.

2017

Expanding Our Services

In 2013, we expanded our offerings to include a comprehensive range of therapy sessions, psychiatric consultations, and mindfulness workshops. This expansion allowed us to better meet the diverse needs of our clients and promote holistic mental wellness.

2020

Embracing Digital Innovation

"In 2020, Zenlift embraced digital innovation by introducing teletherapy services, providing convenient and accessible mental health care to individuals in need. This step forward reflected our commitment to evolving with the times while maintaining our core values of empathy and effectiveness.

How It Works

Understanding Our Approach

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Step 1

Consultation and Assessment

Step 2

Personalized Treatment Plan

Step 3

Therapeutic Interventions

Step 4

Ongoing Support and Progress