Charitable Estate Planning in Columbia: Securing Your Legacy with Purpose

Aimee Griffin (Founding Attorney), and Her Team at Life & Legacy Counselors Have Some of Columbia's Most Trusted and Experienced Charitable Estate Planning Lawyers

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Faith | Excellence | Relationships | Service | Trustworthiness

Transform Your Legacy: Empower Your Community Through Charitable Giving

Charitable estate planning is a powerful way to leave a lasting impact on your community while ensuring that your personal and financial goals are met. In Columbia individuals and families have the opportunity to create meaningful legacies through strategic charitable giving.


At Life & Legacy Counselors, we specialize in charitable estate planning, guiding clients through the process of incorporating charitable intentions into their estate plans. Led by Aimee Griffin, our founding attorney, and supported by a team of experienced and trusted lawyers, we are committed to helping you create a plan that reflects your values and aspirations.

Understanding Columbia Charitable Estate Planning

Charitable estate planning involves making provisions for charitable gifts in your estate plan. This can include donations to charities, establishing foundations, or creating charitable trusts. Key benefits of charitable estate planning include:

Tax Benefits


Charitable donations can provide significant tax advantages, including income tax deductions and estate tax reductions.

Legacy Creation


By including charitable contributions in your estate plan, you create a legacy that reflects your values and passions, supporting causes that matter to you.

Community Impact


Charitable giving helps strengthen communities and supports organizations that provide essential services, making a positive difference in the lives of others.

Why Choose Life & Legacy Counselors?

Expertise and Experience

Aimee Griffin and her team are among Columbia area’s most experienced and trusted charitable estate planning lawyers. With a deep understanding of both estate planning and charitable giving, they can help you navigate the complexities of the process to ensure your wishes are fulfilled.


Personalized Service

At Life & Legacy Counselors, we believe in building lasting relationships with our clients. Our approach is centered on understanding your unique goals and values, allowing us to craft a customized estate plan that aligns with your vision for the future.


Core Values

Our firm is built on a foundation of faith, excellence, relationships, service, and trustworthiness. We are dedicated to providing compassionate and ethical guidance throughout your estate planning journey.

The Charitable Estate Planning Process

Navigating charitable estate planning can seem daunting, but our team is here to guide you every step of the way. Here’s an overview of the process:


  1. Initial Consultation: During your first meeting, we will discuss your goals, values, and the charitable causes you wish to support. This conversation lays the groundwork for your estate plan.
  2. Assessment of Assets: We will evaluate your financial situation, including your assets, income, and any existing estate planning documents. This assessment helps us determine the best strategies for incorporating charitable giving.
  3. Developing Your Plan: Based on your goals and our assessment, we will create a customized estate plan that includes your charitable intentions. This may involve establishing trusts, bequests, or other mechanisms for charitable giving.
  4. Documentation: Our team will prepare all necessary legal documents to formalize your estate plan. We ensure that everything is compliant with Columbia laws and that your wishes are clearly articulated.
  5. Ongoing Support: Charitable estate planning is not a one-time event. We provide ongoing support and reviews of your plan to ensure it continues to align with your changing circumstances and philanthropic goals.

Charitable Giving Options

There are various ways to incorporate charitable giving into your estate plan. Some common options include:


  • Bequests: You can specify a certain amount or percentage of your estate to be donated to a charity upon your passing.
  • Charitable Trusts: Establishing a charitable trust allows you to provide ongoing support to a charity while retaining certain benefits during your lifetime.
  • Donor-Advised Funds: This option allows you to contribute to a fund that supports charities of your choice over time, providing you with flexibility in your giving.
  • Life Insurance Policies: You can name a charity as the beneficiary of a life insurance policy, ensuring a significant gift is made after your passing.

The Benefits of Charitable Estate Planning

Choosing to engage in charitable estate planning offers numerous advantages:

Fulfillment of Personal Values:


Charitable giving allows you to leave a legacy that reflects your personal values and passions.

Tax Efficiency:


Charitable contributions can help reduce your taxable estate, leading to potential tax savings for your heirs.

Community Betterment:


Your contributions can have a profound impact on your community, supporting organizations that provide essential services and aid.

Legacy for Future Generations:


By including charitable giving in your Columbia estate plan, you can instill the value of philanthropy in your children and grandchildren, fostering a culture of giving in your family.

Book Your Consultation Today

At Life & Legacy Counselors, we are committed to helping you create a charitable estate plan that honors your legacy and supports the causes you care about. Aimee Griffin and her team are ready to listen to your story and provide the guidance you need to navigate this important process.


Take Action Now

Don’t wait to secure your legacy through charitable giving. Contact Life & Legacy Counselors today at 855-574-8481 or fill out our online form to schedule your consultation. Let us help you build a meaningful estate plan that reflects your values and impacts future generations.

Charitable estate planning is a profound way to ensure that your legacy continues to make a difference long after you are gone. With Life & Legacy Counselors by your side, you can confidently navigate the complexities of estate planning and charitable giving.


Trust Aimee Griffin and her experienced team to guide you in creating a plan that embodies your faith, values, and commitment to service. Together, we can make a lasting impact on your community and the causes that matter most to you.

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