Sharpe Blog

Archive for August, 2017

Posted August 1st, 2017

Let’s Take a Look at Charitable Bequest Planning, Part 3

Read Part 2 here Charitable bequests fall into three categories: a bequest of a specific dollar amount a bequest of a portion of the donor’s residuary estate a bequest of a specific asset The specific dollar bequest should be paid by the executor relatively early in the settling of the donor’s estate. So should the… read more

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