Estate Planning and Philanthropy

You've worked hard to achieve the life you desire. Now you want to make a difference in the lives of your heirs, as well as find ways to support the causes you believe in. How can you pass on your wealth with the smallest tax liability and greatest benefit to loved ones?

A Merrill Lynch Financial Advisor can recommend tax-efficient ways to help hand more down to the next generation and create a philanthropic legacy. Ask your Financial Advisor whether a private family foundation or a donor-advised fund is the best charitable vehicle for you. You may also want to talk about Merrill Lynch's Trust Administrative Advantage (TAA) program to help simplify administrative chores for your personal trusts, as well as other estate-planning services offered by Merrill Lynch Trust Company.
 
SUCCESS STORIES: Meet Clients Who Achieved Life Goals with the Help of Their Merrill Lynch Financial Advisor

This Former Football Coach Is Tackling Illiteracy Now

Division I coach leaves successful career in college football to pursue philanthropic dream of wiping out illiteracy.

There are times when individuals feel so strongly about something that they throw aside their caution and forge bravely ahead into unknown territory. Fitzgerald Hill is a perfect example.

Over the years, Hill had established a successful career as a leading college football coach at San Jose State University. He was one of the few African-American head coaches at a Division I school in the nation in 2004, and he was being strongly considered for the professional ranks. In one of those life-changing decisions, Hill decided to leave behind his promising coaching career to pursue a philanthropic dream.

Turning Tragedy Into Hope

Your portfolio can reflect your beliefs without requiring that you sacrifice your financial goals. That's what a growing number of people involved in what's called "socially responsible investing" have discovered. Utilize Assessing Your Goals to see if this type of investing is right for you.
Behind a Visionary

During his five-decade career as an entrepreneur, Alfred Mann's inventions and philanthropy have improved the lives of millions. To support his vision, his Financial Advisor makes full use of Merrill Lynch's wide array of resources. 
Devoted to Her Community

After decades in the workplace, Jacqueline Castillo wanted to help disadvantaged children. With a little help from her Financial Advisor, she created Legacy Ladies. 
He Understands the True Meaning of Wealth

Philanthropists Tony and Annette are determined to help young people accomplish their dreams.

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Neither Merrill Lynch nor its Financial Advisors provide legal or tax advice. You should consult with your own legal/tax advisors regarding your particular situation.