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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Archives

Tag Archives for: "charitable bequests"
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 Can I Leave Money to a Charity in Another Country?
0
By Harry Margolis
In Estate and Gift Taxes
Posted November 15, 2024

Can I Leave Money to a Charity in Another Country?

Question: My estate in general is less than the taxable federal limit. Is there a problem in leaving a portion of it to an organization in London, England, that is certified as a non-profit [...]

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 The Benefits of Making Charitable Gifts and Bequests from Your IRA
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By Harry Margolis
In Charitable Giving, Retirement Plans
Posted June 16, 2017

The Benefits of Making Charitable Gifts and Bequests from Your IRA

Charities often encourage donors to make gifts of retirement plans due to the tax benefits of doing so. Retirement plans, of course, are taxed when the funds are withdrawn. But, non-profit [...]

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0
By Harry Margolis
In Charitable Giving, Wills
Posted June 9, 2017

How General or Specific Should You Make Your Bequest to Charity?

Most people who make charitable bequests are very specific about their beneficiaries and the amount of money they will give them. For instance, a will or trust may say: I give: (a)     $10,000 to [...]

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Categories
  • Asset Protection (37)
  • Charitable Giving (11)
  • Durable Powers of Attorney (52)
  • Estate and Gift Taxes (69)
  • Guardianship and Conservatorship (10)
  • Health Care Directives (14)
  • Housing and Urban Development (HUD) (1)
  • Irrevocable Trusts (76)
  • Long-Term Care Planning (192)
  • Non-Traditional Families (17)
  • Non-US Citizens (40)
  • Pets (6)
  • Practical Matters (17)
  • Probate (64)
  • Property in Other Countries (6)
  • Real Estate (117)
  • Retirement Plans (25)
  • Revocable Trusts (144)
  • Second Marriages (12)
  • Social Security (20)
  • Special Needs Planning (97)
  • Trustee (55)
  • Vacation Homes (5)
  • Wills (68)
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This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book
(An Amazon Prime Reading selection)

Read Sample Chapters

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