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College Sues University Over Alleged Violation of Legacy Gift

Posted by Nina Whitehurst | Feb 24, 2020 | 0 Comments

By placing a contingency on a gift, you may feel more comfortable about making large bequests, whether to a university, a charity, or an individual. The inclusion of checks and balances—such as requiring the current beneficiary certify compliance to a contingent beneficiary—the trustmaker can feel peace of mind that his or her wishes will be carried out or that an interested party will step in to remedy the situation if there is a violation of the trustmaker’s terms.

What about Assets If There are No Kids or Spouse?

Posted by Nina Whitehurst | Aug 21, 2018 | 0 Comments

If you do not have children or a spouse to include in an estate plan, the first thought may be family and friends. That is probably a good place to start. If you do not have any children or a spouse, there are many options available for creating an estate plan that benefits others, according...

Estate Planning Is More than Assets

Posted by Nina Whitehurst | Jun 11, 2018 | 0 Comments

Planned giving is one way to leave a good legacy. Assets are often the first thought about estate planning.  However, that does not mean your other values have to be left out of your estate plan completely. You can use your estate plan for planned charitable giving, according to the Nash...

What Is Best Way to Leave Assets to Charity?

Posted by Nina Whitehurst | Jun 08, 2018 | 0 Comments

There are good ways and bad ways to give to charities. It often depends on the charity. People often decide to leave some or all of their assets to charity.  However, the best way to find out how to give to any specific charity is to talk to that charity, according to Mountain Xpress...

New Tax Laws May Have Major Impact on Charities

Posted by Nina Whitehurst | Feb 14, 2018 | 0 Comments

Changes may create decrease in donations. Some of the changes in the new tax laws may mean that 21 million people will no longer take a charitable deduction on their taxes, according to Forbes in "21 Million Taxpayers Will Stop Taking Charitable Deductions Under the New Tax Law."

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