While being generous may come naturally to you, weaving charitable giving into your estate plan can be more complicated than you might think. At Surprenant & Beneski, our skilled estate planning attorneys assist clients throughout Southeastern Massachusetts and Cape Cod in planning their estates. We have multiple goals: to protect their...
How Not To Be Taken By Charity Scams
One of the reasons it’s important to have a reliable, skilled estate planning attorney is to protect your assets from scam charities so you can be sure that your generosity is guided into the proper channels.
If you live in Southeastern Massachusetts or Cape Cod, the well-respected lawyers of...
How Can I Create a Charitable Foundation in Massachusetts?
Like many, you may make generous charitable contributions each year. But what if you want to establish a charitable foundation? Though it may seem to be a complicated undertaking, it may be one of the most fulfilling actions you ever take.
For most people, establishing a charitable foundation is...
Qualified Charitable Distributions From IRAs
Article Written by Sheryl Cox of Stifel, Nicolaus & Company, Inc., Plymouth MA
Certain IRA holders have the opportunity to make tax-free distributions from their IRAs to qualified charitable organizations.
For tax-free eligibility, the Qualified Charitable Distribution (QCD) must be sent directly from the IRA payable...
Surprenant & Beneski fundraising for Alzheimer’s Family Support Center #GivingTuesdayNow
#GivingTuesdayNow is a new global day of giving and unity that will take place on May 5, 2020 – in addition to the regularly scheduled Dec 1, 2020 #GivingTuesday – as an emergency response to the unprecedented need caused by COVID-19.
Give to the organizations that you love most – no amount...
Make Sure Your Charitable Contributions Count
Charitable giving can give you a warm glow. In addition to leaving bequests, often in the form of trusts, to carefully chosen organizations, agencies, and/or educational, religious, or cultural institutions, most people give smaller amounts throughout their lifetimes. When you are working with a well-respected charitable planning attorney, you can...
Three Charitable Options that Can Save You on Taxes
For many individuals, making charitable donations is a way to give back to their community and support causes that are important to them. However, charitable planning can also play an important role in estate planning. Working with a Massachusetts charitable planning attorney to incorporate a strategic plan for charitable donations...