Palmer Rodak & Associates
Palmer Rodak & Associates
Certified Family Law Specialists State Bar of California Board of Legal SpecializationServing your Community for 19 Years
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Planned giving in estate planning

If you are like many people in California, when you hear references to a will, a trust or other estate planning terms your mind might automatically think about people leaving money or other belongings to their children and grandchildren. While certainly this is a relatively common thing for people to do, it is by far not the only means of estate planning. For starters, there are many people who do not have children or grandchildren and they may not even be married. This is just one scenario that begins to open up new ideas for how to structure an estate after you die.

Planned giving is a term that refers to making plans to leave money to a charitable organization. As explained by The New York Times, planned giving has grown in popularity in recent years. In fact, some people who even have family members still choose to engage in some form of planned giving. In fact, this might be in honor of a family member. For example, if a particular charity provided help to a family in need, the choice to leave money to that organization later on can be seen as a way of giving back and allowing others to benefit as well.

Care should be taken when selecting charities for planned giving and there may be multiple ways to structure the gifts.

If you would like to learn more about how you might incorporate some form of planned giving into your overall estate plan and how to choose your organizations, please feel free to visit the planned giving page of our California estate planning website.

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Palmer Rodak & Associates
Certified Family Law Specialists State Bar of California Board of Legal Specialization

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Del Mar, CA 92014

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