Estate/Charitable Planning

First Covenant is knowledgeable in many areas of estate planning: from simple tax planning, to business succession planning, to intricate trust structures, First Covenant can work with your other advisors to create a solid yet flexible estate plan.

We are also familiar with the corporate, trust and tax rules surrounding philanthropic efforts. Whether in the context of creating a comprehensive estate plan or as an adjustment to an existing plan, First Covenant can evaluate the advantages and drawbacks of various types of gifts (from the simple outright gift, to charitable trusts, donor advised funds and family foundations) and find a charitable plan that achieves the client’s philanthropic and estate planning goals.

First Covenant is not a law firm, and does not create legal documents. We do work with your Attorney, CPA, Financial Advisor, and Insurance Agent to develop a full-orbed plan. We aim to help you achieve your goals, and to see those goals carried forth into the future.

Our Fees

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