About Charitable Bequests
A charitable bequest is a gift made through your will or trust to a nonprofit organization. It can take several forms: specific bequest, percentage bequest, residual bequest, and contingent bequest.
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09, 2025
1
08, 2025
Tax Benefits from the One Big Beautiful Bill Act (OBBBA)
The One Big Beautiful Bill Act (OBBBA), passed on July 4, 2025, ensures that more estates can pass wealth to heirs and charitable causes without triggering federal estate taxes.
1
06, 2025
Understanding the Georgia Transfer-on-Death (TOD) Deed
A TOD allows the owner of real property to execute a deed which designates a beneficiary to receive the real property upon the death of the owner, the goal being to avoid probate upon the owner’s death.
1
02, 2025
Six Keys to More Successful Investing
Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you invest more successfully.
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01, 2025
What Happens If the Tax Law Changes? Is My Will or Trust Still Valid?
Do tax law changes make your Will or Trust invalid? No! However, amendments to the Will or Trust may be needed to comply with the new laws or may be needed to make sure you get the most benefit from the new laws.
1
11, 2024
Have you completed your required minimum distribution?
IRA owners who are over 70 ½ and are charitably inclined may want to consider a QCD. This strategy can have tax advantages and will satisfy all or part of the account’s required minimum distribution (RMD).
1
10, 2024
What is Probate and Can Probate Be Avoided?
Probate is a process that starts at your death. This process transfers title of your assets to your beneficiaries. A person’s estate is Probated if they die with a Will or they die intestate (without a Will).
1
07, 2024
Who is the Trustee of my Living Trust?
The Trustee has the responsibility of managing the Trust assets. Ideally, the Trustee should be someone who can keep records and follow the instructions of the Trust document.
1
05, 2024
Making 80 the New 60
Experts in longevity attest to the fact that staying healthy into one’s 80s depends on making the right dietary choices, exercising, avoiding undue risks, and, of course, having a good genetic base.
1
04, 2024
How Do I Know if a Will is More Appropriate Than a Living Trust?
Both Wills and Trusts are devices that you can use to provide for the distribution of your estate upon your death. Deciding whether a Will or a Trust best fits your needs depends on your circumstances.