Charitable Estate Planning: Your Step-by-Step Checklist

April 10, 2024

Vladislava Petrova

Overhead view of a hand writing a checklist on a clipboard beside reading glasses

Charitable estate planning is the work of deciding what share of your estate goes to charity, choosing the instrument that will deliver it, and making the paperwork say so. It is a sequence rather than a single decision, and the first half of it is ordinary desk work you can do at a kitchen table before an attorney is involved.

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