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The Power of Testamentary Bequests

Testamentary bequests offer a remarkable opportunity for you to leave a meaningful impact on charitable causes close to your heart. In essence, they are provisions in your estate plan that enable you to designate specific gifts or donations to charitable organizations or causes that are meaningful to you. These bequests provide a structured and legally […]

Enhance Your Charitable Giving with Donor Advised Funds

What are Donor Advised Funds (DAFs)? Donor Advised Funds are a unique and effective charitable giving vehicle that allows you to make tax-deductible contributions to a public charity or community foundation. The National Philanthropic Trust estimates that over $45 billion in grants were made to qualified nonprofit organizations in 2021. Once the donation to a […]

The Power of Charitable Giving in Oklahoma Estate Planning

Estate planning is not just about protecting and distributing assets; it’s also an opportunity to leave a lasting impact on the causes and organizations that matter most to you. By incorporating charitable giving into your estate plan, you can make a lasting impact on organizations that promote education, healthcare, arts and culture, social services, and […]

When a Gift May Not Be a Gift

It is better to give than to receive. But if you give a gift above a certain amount, you might end up owing money to the Internal Revenue Service (IRS). The federal tax code has very specific rules about how much you are allowed to transfer to others each year—and over the course of your […]

What to Do with a Loved One’s Used Medical Equipment

After a loved one has passed away and the funeral has been held, the task of sorting through their personal belongings begins. While items with sentimental value or family historical importance may have been distributed to beneficiaries in the estate plan, many more might still be lying around the house. The question of what to […]

Strategies for your Charitable Giving

There are many reasons why you may want to give to a charity: You may give because you believe strongly in a cause or organization, but it can also reduce your yearly income tax bill and remove value from your overall estate. If you are considering making a donation, but are unsure of how to […]