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Category: Bequest Management | Page 4

Here you’ll find the latest resources on all things Bequest

Popular Articles
  • Estate Planning Shortcuts_ What the Gift Planner Needs to Know Estate Planning Shortcuts_ What the Gift Planner Needs to Know

    Bequest Management

    Barebones Estate Planning: Way Better Than None at All

    August 24, 2021

  • Playing the State Law Lottery: What to Consider When the Bequest is Ambiguous Playing the State Law Lottery: What to Consider When the Bequest is Ambiguous

    Bequest Management

    Is the Law Ambiguity Ambiguous? Clarifying a Confusing Bequest

    August 3, 2021

  • Charities and Ante-Mortem Probate: Considerations for the C-Suite Executive Charities and Ante-Mortem Probate: Considerations for the C-Suite Executive

    Bequest Management

    Probate Before Death? Gift Planners and Bequest Managers, Take Note!

    July 21, 2021

  • Charities and the USA Patriot Act_ Separating Reality from Fantasy Charities and the USA Patriot Act_ Separating Reality from Fantasy

    Bequest Management

    Charities and the USA Patriot Act: Separating Reality from Fantasy

    June 21, 2021

  • When Do Charities Need to Worry About Death Taxes? When Do Charities Need to Worry About Death Taxes?

    Bequest Management

    When Do Charities Need to Worry About Death Taxes?

    June 10, 2021

  • Appointing a Charity as Executor: The Gift Planner's Dilemma Appointing a Charity as Executor: The Gift Planner's Dilemma

    Bequest Management

    Appointing a Charity as Executor: The Gift Planner’s Dilemma

    June 1, 2021

  • No-Contest Provisions: Proceed with Caution No-Contest Provisions: Proceed with Caution

    Bequest Management

    No-Contest Provisions: Proceed with Caution

    May 18, 2021

  • Bequest Cultivation and the Costanza Hypothesis Bequest Cultivation and the Costanza Hypothesis

    Bequest Management

    Bequest Cultivation and the Costanza Hypothesis: If What I am Doing is Wrong, The Opposite Must Be Right

    May 7, 2021

  • Transfer on Death (TOD) Deeds: Not as Simple As They Seem Transfer on Death (TOD) Deeds: Not as Simple As They Seem

    Bequest Management

    Transfer on Death (TOD) Deeds: Not As Simple As They Seem

    April 30, 2021

  • Will This Gift Turn Out to Be a Burden? A Good Gift Acceptance Policy Can Really Help Will This Gift Turn Out to Be a Burden? A Good Gift Acceptance Policy Can Really Help

    Bequest Management

    Will This Gift Turn Out to Be a Burden? A Good Gift Acceptance Policy Can Really Help

    April 26, 2021

  • Diminished Capacity Equals Diminished Revenue Diminished Capacity Equals Diminished Revenue

    Bequest Management

    Diminished Capacity Equals Diminished Revenue

    April 1, 2021

  • Charity "Watchdogs" Can Have an Impact on Bequest Revenue Charity "Watchdogs" Can Have an Impact on Bequest Revenue

    Bequest Management

    Charity “Watchdogs” Can Have an Impact on Bequest Revenue

    March 5, 2021