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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 giving"
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By Harry Margolis
In Charitable Giving, Long-Term Care Planning
Posted February 20, 2018

Can a Medicaid Applicant Rescind a Charitable Gift?

Question: If an individual gave a substantial gift to a church a year or two before moving to a nursing home and needing to apply for Medicaid coverage, can the church be required to return the [...]

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 California’s Transfer on Death Deed Cannot Go to a Nonprofit
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By Harry Margolis
In Charitable Giving, Revocable Trusts, Wills
Posted November 10, 2017

California’s Transfer on Death Deed Cannot Go to a Nonprofit

Question: I used the newly enacted (in California) T.O.D. method of transferring the title to a property upon my expiration. I named a non-profit as the beneficiary and filed it with the county [...]

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 Charitable Remainder Trusts
1
By Harry Margolis
In Charitable Giving
Posted July 14, 2017

Charitable Remainder Trusts

Charitable remainder trusts are a charitable planning option which permit more flexibility and control than charitable annuities. The architecture of these trusts is as follows: the trust grantor [...]

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 Having Your Cake and Eating It Too: Charitable Annuities
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By Harry Margolis
In Charitable Giving
Posted June 23, 2017

Having Your Cake and Eating It Too: Charitable Annuities

                                                Charitable gift annuities [...]

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 Creating a Private Foundation or Using a Donor Advised Fund
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By Harry Margolis
In Charitable Giving
Posted June 23, 2017

Creating a Private Foundation or Using a Donor Advised Fund

If you’re like me, your charitable giving is somewhat haphazard. It depends on what cause plucks at your heartstrings on a particular day, who is asking for a donation, and whether or not [...]

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 Gifting Appreciated Property to Charities Can Provide Substantial Tax Benefits
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By Harry Margolis
In Charitable Giving
Posted June 16, 2017

Gifting Appreciated Property to Charities Can Provide Substantial Tax Benefits

In addition to giving retirement plan bequests to charity, donors are often advised to give away stock or real estate that has appreciated in value. This has to do with capital gains taxes and [...]

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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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 The Tax Benefits of Making Charitable Gifts While Alive
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By Harry Margolis
In Charitable Giving
Posted March 17, 2017

The Tax Benefits of Making Charitable Gifts While Alive

                The tax benefits of charitable giving for most taxpayers have been reduced in recent years due to changes in tax law. In terms of income [...]

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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

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(An Amazon Prime Reading selection)

Read Sample Chapters

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