How Can I Make a Charitable Gift in My Estate Plan?

 

One of the important questions you may have when making your estate plan is how to include your favorite charity in your will or trust.  There are a variety of methods to leave some part of your estate to a charitable cause, and in many cases these strategies can have tax benefits.


The key to charitable giving is working with both the organization and your attorney to find the best way to make a gift, that both supports the charity and fits into your planning objectives.  Some charities will only accept certain types of gifts, and you also have to consider your family members and heirs when allocating assets in the estate plan.

 


If you have questions about charitable giving and estate planning, please contact Attorney Andrea K. Shoup at Shoup Legal, A Professional Law Corporation at 951-445-4114 so we can help you decide on the best approach to leave a legacy as well as provide for your family’s future.  You can also visit our website at ShoupLegal.com.

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