Category Archives: Charity and Gifting

A recent study on the differences in charitable giving between the self-made wealthy and those that inherit wealth could have estate planning implications. A few years ago Bill Gates proclaimed that the first-generation wealthy are more generous to charities than the dynastic wealthy. In other words, those who made the fortune give more than those […]

The season of giving is right around the corner, making this a very apt time to talk about the legal stipulations of giving gifts. Although we don’t want to scare you away from giving generously, it’s important to realize that some gifts are taxed and that you (the donor) must pay that gift tax. Gift […]

As you prepare your estate plan, you might consider leaving a portion of your savings to a beloved charity (or two, or three . . . ). Wherever your heart lies—animal rights, environmental preservation, educational outreach, medical research and services, the reduction of poverty, etc.—you are sure to find a deserving and honorable charity. So […]