Here you’ll find the latest resources on all things Bequest
Blog
Donor-Advised Bequests. What’s That All About?
August 22, 2025
The “Harmless Error” Rule Can Sink (or Save) Bequests
May 3, 2023
Charities Take Note: Executors Can be Financially Liable for Delays in Payment of Bequests
February 20, 2023
Conditional Bequests: Lessons From Rodney Dangerfield
February 5, 2023
FOMO and FOMU: Charities on Edge About Cryptocurrency
September 29, 2022
Real Estate Gifts: Are They Trojan Horses?
July 26, 2022
Strategies to Minimize Pain and Maximize Gain from Inherited IRAs
May 23, 2022
What Does RMD-QCD Spell? Revenue Before the Bequest
May 6, 2022
Do-it-Yourself Estate Planning: Should Charities Get on Board?
April 28, 2022
Affiliated Charities: Who Owns the Bequest? Part Two
March 10, 2022
Affiliated Charities: Who Owns the Bequest? Part One
Rejecting a Bequest: When, Why and How to Say “No Thank You” Part 2
February 28, 2022
