
Can I Make Charitable Giving Part of My Estate Plan?
Considering your charitable giving goals in conjunction with your estate plan is a great way to support the causes you care about, while remaining tax efficient.

Considering your charitable giving goals in conjunction with your estate plan is a great way to support the causes you care about, while remaining tax efficient.

By being very selective about who receives which type of money—whether Traditional or Roth IRAs, after-tax brokerage accounts, life insurance, etc.—you can dramatically cut the share that goes to the IRS and increase the amount going to your family.