Here you’ll find the latest resources on all things Bequest
Blog
Rejecting a Bequest: When, Why and How to Say “No Thank You” Part 1
February 28, 2022
Dying Declarations: The Absolute Essentials
September 24, 2021
Barebones Estate Planning: Way Better Than None at All
August 24, 2021
Is the Law of Ambiguity Ambiguous? Clarifying a Confusing Bequest
August 3, 2021
Probate Before Death? Gift Planners and Bequest Managers, Take Note!
July 21, 2021
Charities and the USA Patriot Act: Separating Reality from Fantasy
June 21, 2021
When Do Charities Need to Worry About Death Taxes?
June 10, 2021
Appointing a Charity as Executor: The Gift Planner’s Dilemma
June 1, 2021
No-Contest Provisions: Proceed with Caution
May 18, 2021
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
April 30, 2021
Will This Gift Turn Out to Be a Burden? A Good Gift Acceptance Policy Can Really Help
April 26, 2021
