Planning to Give Presented by Heritage Wealth Advisors
Our money down the road can only go to three places: Our heirs, the IRS, or to charity - and many of us have control over how much goes to the IRS. Join us to learn strategies for redirecting what otherwise
might go to the IRS to the charities you support. A few topics include:
- How to get tax benefits now for gifts that are made to charity sometime in the future
- How to avoid tax on RMD's (required withdrawals from IRAs and 401k's)
- How to get certain benefits of trusts (probate avoidance, creditor protection, control over when kids get money, etc.) without the costs of setting up a trust
- Donor Advised Funds, Dynasty Trusts, Capital Gains Bypass Trusts and more
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