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Home >> Leaving Your Estate to Charity? Get Some Advice First

Leaving Your Estate to Charity? Get Some Advice First

March 4, 2011 by Robert Kulas. Leave a Comment

If you regularly give money to a favorite cause, you might consider leaving a portion of your estate to that organization after you’ve passed away. Some people even choose to leave their entire estate to charity.  This benevolent use of your estate carries with it some issues you might not be aware of, for example:

  • If you’re giving a portion of your estate to a charity, but leaving the rest of your estate to loved ones, you may want to avoid designating a specific amount of money to be distributed to the charity – particularly if the amount you plan to designate is a large sum. Why?  If you pass away owning less than you expect, the charity will still be entitled to the dollar amount specified in your estate plan.  This can mean that the bulk of the assets you’d intended to go to your loved ones could instead end up in the hands of the charity. It may be better to designate a percentage of your estate for the charity instead.
  • Another potential complication can arise when you make a plan that leaves your entire estate to charity, and later revise that plan to cut out the charity and name your loved ones as beneficiary instead.  This type of change, if not handled appropriately, can result in the charity challenging your estate plan after you’ve passed away.

Your estate planning attorney can help you design a plan that accomplishes your charitable goals while avoiding any potential missteps.

Filed Under: Estate Planning, Wills and Trusts Tagged With: Estate Planning

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"Everyone treated us extremely well.  Robert explained how a trust works and the benefits of having one.  We decided to move forward and complete the process.  He was very kind and knowledgeable.  Julie was also very helpful and very patient with our questions.  We felt very comfortable with this firm handling our affairs.  We would highly recommend this firm to our friends and family."

Janice M
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August 25, 2020
    

Robert Kulas and staff made making a will an easy to understand process. They were very knowledgeable and attentive to my wishes. All my documents were provided in an organized binder which will be a great asset to my family. I would definitely recommend them.

Krissy L.
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I have worked with Mr. Kulas & staff before. And they are very professional. I am very satisfied with Mr. Kulas and his staff and give them the highest satisfaction and 5 star rating.

Leo C.
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Mr. Kulas and his staff have been extremely helpful & knowledgeable for the over 3 years we have been associated. They are easy to talk to and explain everything without feeling rushed. Very competent and professional.

Mildred W.
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August 25, 2020
    

I have known Robert Kulas for 20 years since I was co-executor for friends who had Mr. Kulas prepare a Trust for them. When I felt I needed a trust also, I came to him. I have always been completed satisfied with his work and that of his charming, competent staff.

Joan C.
Client Review
August 25, 2020
    

We began our estate plan process in 2004 (12 years ago) and have been pleased with the periodic reviews we have gone through and when changes have been needed the firm has been thorough and professional in making those changes.

L.G.K.
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