Orange County California
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a gift to charityDonations a gift to charity are a commendable way to incorporate giving into your overall estate plan. While you may not have had the ability or desire to make such a donation when first creating your plan, times may have changed, improving your ability to support the charity of your choice. Fortunately, most estate plans can be modified to accomplish this goal.

If you would like to modify an estate plan in Orange County in order to make a gift to charity, consider taking the following actions:

  • Contact an experienced Orange County trust lawyer for guidance.
  • Obtain copies of all existing estate planning documents.
  • Gather the name of the charitable organization to which you wish to donate. Include the address and other contact information if possible.
  • Consider naming a backup charity if for some reason the charity of your choice is no longer in existence at the time of your passing.
  • Document whether you would like to change any of your currently existing beneficiaries or the amount of property they stand to receive.
  • Consider the amount that you want to leave the charity.
  • Determine whether your spouse wants to make a matching contribution, a contribution to a different charity of her choice, or no charitable donation at all.

Donations a gift to charity are a commendable way to incorporate giving into your overall estate plan.For more info contact our office. Laws surrounding charitable donations, estate plans, and taxes are complex and require the knowledge of an experienced professional. Fortunately, our office is here to help. To learn more about modifying an estate plan or charitable giving, contact an experienced Orange County trust attorney at the Law Office of James F. Roberts & Associates, APC, today. Call our office at (714) 282-7488 for a consultation.

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Due to the CoVid19 virus California has issued a Stay-at-Home order. We understand how important the health and safety of our clients, and our staff is. We are complying with this order by continuing to work from our homes. While we are not in the office, we are still here to answer your questions, conducting consultations for review, and initial appointments by phone and email during normal business hours. We know that in this time, more than ever, it is important to have peace of mind about your estate planning. We are here to help you through this. Call our office number or email us and we will respond as quickly as possible.