Archive for July, 2017

Let’s Take a Look at Charitable Bequest Planning, Part 2

Read Part 1 here. Charitable bequests by the wealthy are often made not only to carry out a philanthropic objective but also to save taxes and maybe also to achieve some other purpose. For example, wealthy individuals often leave wealth to a private family foundation both to avoid estate taxes and to provide downstream heirs …Read More

Let’s Take a Look at Charitable Bequest Planning, Part 1

Lots of questions. Here are a few: Is the federal estate tax a concern? Is state law a planning consideration? Does the donor want to bequeath a specific dollar amount or a specific asset or a percentage of his or her residuary estate? Does the donor want to create a restricted endowment? Does the donor …Read More

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Let’s Take a Look at Charitable Bequest Planning, Part 2

Let’s Take a Look at Charitable Bequest Planning, Part 1

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