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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 tax deductions"
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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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 Having Your Cake and Eating It Too: Charitable Annuities
0
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 Tax Benefits of Making Charitable Gifts While Alive
0
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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  • 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)
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  • Practical Matters (17)
  • Probate (64)
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  • 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

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(An Amazon Prime Reading selection)

Read Sample Chapters

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