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
Click here to read the whole article or download the PDF.
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.
Latest posts by Stephen A. Mendel, Estate Planning Attorney (see all)
- Famous Estates – Champ or Chump? Kobe Bryant - February 5, 2021
- Famous Estates-Champ or Chump? Nelson Mandela - September 27, 2019
- Famous Estates-Champ or Chump? Jane Fonda - September 13, 2019
