If you have considerable assets to gift and the time to run it, establishing a family foundation is an excellent way to keep your … [Read more...] about What is a family foundation?
What is a donor advised fund?
Another option for making charitable gifts within your estate plan is to use a donor advised fund or annuity. A donor advised fund works by … [Read more...] about What is a donor advised fund?
Who should be the Trustee for my charitable trust?
As the Settlor (creator)of the trust, you may anyone you choose to be the Trustee; however, given the complex nature of a charitable lead or … [Read more...] about Who should be the Trustee for my charitable trust?
How does a charitable lead trust work?
A charitable lead trust works just like a charitable remainder trust in reverse. In other words, assets from the trust are distributed to at … [Read more...] about How does a charitable lead trust work?
How does a charitable remainder trust work?
In a charitable remainder trust assets are first distributed to at least one non-charitable beneficiary for a specified period with the … [Read more...] about How does a charitable remainder trust work?
Can I use a trust to make charitable gifts?
When making charitable gifts in your estate plan, a trust offers numerous advantages over a Will. For instance, you can retain a significant … [Read more...] about Can I use a trust to make charitable gifts?
Can’t I just make charitable gifts using my Last Will and Testament?
Yes, you can; however, the real question is whether you should. Using your Will for anything but a small, one-time charitable gift can be … [Read more...] about Can’t I just make charitable gifts using my Last Will and Testament?
