I have been invited to submit my bio and information for consideration to join the Community Hospital of Long Beach’s Foundation board of directors. I am quite honored to be considered for nomination. Serving on the board of a local hospital is a prestigious honor and one that I will not take lightly. It requires [...]
Estate Planning, Southern California Attorney
Category Archives: Charitable Giving
Leave a Lasting Impression.
One of the facets of estate planning is the opportunity to make a difference in the lives of your loved ones and support the causes you most care about. You may also have the ability to leave a legacy after you pass away.
Some things to think about when it comes to legacy planning:
1. Think [...]
Naming Charities In Your Estate Plan.
Ever watch a telethon on public broadcasting television like PBS or KCET? Ever hear a pitch from a local hospital about leaving a legacy? Charitable giving is something you can pursue with your estate planning attorney and the charity to leave a gift of your choosing.
The easiest way to implement charitable giving as part [...]
Quick Notes: Summary of Charitable Giving.
Over the past week, I’ve written four posts about different kinds of charitable giving. And as such, you can donate various kinds of property including cash, stocks, real
estate and life insurance to charitable organizations of your choosing.
Benefits include tax advantages for you and supporting causes that you care about.
Here’s a summary of those posts [...]
Quick Notes: Donor-Advised Fund and Estate Planning.
A quick tidbit on Donor-Advised Fund as part of estate planning…
You can donate various kinds of property including cash and property to charitable organizations of your choice.
A Donor-Advised Fund is when you want to donate cash or property to a charitable fund administered by a public charity. Fidelity has a nice explanation and chart on [...]
Quick Notes: Charitable Lead Trusts and Estate Planning.
A quick tidbit on Charitable Lead Trusts (CLTs) as part of estate planning…
You can donate various kinds of property including cash, stocks,
real estate and life insurance to charitable organizations of your choice.
One way to do this is to set up a Charitable Lead Trust (CLT). This is different from a Charitable Remainder Trust (CRTs) as [...]
Quick Notes: Charitable Remainder Trusts and Estate Planning.
A quick tidbit on Charitable Remainder Trusts (CRTs) as part of estate planning…
You can donate various kinds of property including cash, stocks,
real estate and life insurance to charitable organizations of your choice.
One way to do this is to set up a Charitable Remainder Trust (CRT).
A CRT is when cash or property is donated during [...]
Quick Notes: Charitable Bequests and Estate Planning.
A quick tidbit on charitable bequests as a form of charitable giving…
You can donate various kinds of property including cash, stocks, real estate and life insurance to name a few when you pass away.
A charitable bequest is cash or property donated at your death to a 501(c)(3) tax-exempt organization. You can make such a charitable [...]
