Legacy Planning and Charitable Giving Free First Time Consultation Name Email Phone Comments Thank you! Oops! Planning your legacy involves far more than financial considerations. Legacy planning often includes many non-monetary considerations that need to be documented or communicated to loved ones.Charitable Giving is one aspect of legacy planning that many individuals and families embrace. It can also provide tax benefits for you and your heirs. We conduct a full assessment of short- and long-term tax and estate planning implications to help you pursue your specific objectives.