Whether you want to create a charitable foundation as a personal philanthropic goal or for tax benefits, Collingwood Consulting will help get your foundation off the ground. We will set up the legal entity and assist in creating the foundation’s mission, goals, budgets, and yearly distributions. Collingwood Consulting will also oversee all tax deadlines, investments, compliance of structures and finances to state and federal regulations, and all other administrative responsibilities.
Collingwood Consulting will help you strategize the best estate planning solutions for your needs. We also will act as the appointed trustee or executor of your estate should you seek to spare grieving relatives the added stress of executing your will or trust agreement. Collingwood Consulting will handle the administration and asset management of the estate with respect and empathy for your relatives during this difficult time.