What Every Estate Planner Must Know About Charitable Transfers
234 5 1 Everyone seems to have a “Top 10” list nowadays, and the following is my list of the top ten things every estate planner must know about charitable transfers. 1. Charitable giving is not restricted to the wealthy. Tax benefits promote charitable transfers, but they are by no means the only incentive, or even the most important. The client need not even have an otherwise taxable estate to derive great benefit from charitable transfers. These benefits include setting a good example for the...