Most people include charitable gifting in their estate plan because they have a personal connection to the charities to which they leave gifts; however, giving to charity in your estate plan often has an added benefit – decreasing your estates exposure to various taxes. Taxes are an important consideration in any well-drafted estate plan. To understand how your charitable gifting can impact your estate’s tax obligations.
Topics covered in this report include:
- Charitable Gifting and Taxes
- Gifting in Your Last Will and Testament
- Charitable Trusts
- Charitable Gift Annuities
- Charitable Donor Advised Funds
- Private Foundation
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Stephen A. Mendel, Estate Planning Attorney
Mr. Stephen Mendel is an attorney who focuses a substantial part of his practice on estate planning. Mr. Mendel’s guiding principle is to provide his clients with quality legal services tailored to each client’s specific needs and goals.
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