• take action: Plan Your Estate
  • Ask a Question

    Ask Harry a Question

    • This field is for validation purposes and should be left unchanged.

    Close
  • Books
  • Podcasts
  • Guides
  • Subscribe

    Subscribe to the Ask Harry blog

    Loading
    Close
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.
  • Ask a Question

    Ask Harry a Question

    • This field is for validation purposes and should be left unchanged.

    Close
  • Books
  • Podcasts
  • Guides
  • Subscribe

    Subscribe to the Ask Harry blog

    Loading
    Close

Archives

Tag Archives for: "charitable bequests"
Home /
 The Benefits of Making Charitable Gifts and Bequests from Your IRA
0
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 Retirement plans, of course, are taxed when the funds are withdrawn.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 [...]

READ MORE
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 [...]

READ MORE
Categories
  • Asset Protection (34)
  • Charitable Giving (10)
  • Durable Powers of Attorney (43)
  • Estate and Gift Taxes (55)
  • Guardianship and Conservatorship (5)
  • Health Care Directives (13)
  • Irrevocable Trusts (49)
  • Long-Term Care Planning (170)
  • Non-Traditional Families (16)
  • Non-US Citizens (23)
  • Pets (3)
  • Practical Matters (15)
  • Probate (37)
  • Property in Other Countries (4)
  • Real Estate (66)
  • Retirement Plans (19)
  • Revocable Trusts (98)
  • Second Marriages (11)
  • Social Security (18)
  • Special Needs Planning (69)
  • Trustee (52)
  • Vacation Homes (3)
  • Wills (50)
© All Rights Reserved  |  Privacy Policy

Start typing and press Enter to search

Putting off planning your estate?

Don’t know where to start?

This simple-yet-comprehensive guide provides everything you need to know (in plain English).

Get the Book

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Read Sample Chapters

Putting off planning your estate?

This simple-yet-comprehensive guide provides everything you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book

Read Sample Chapters

subscribe