Wills, Probate

Trusts, Estate Planning

210 South Beach Street, Suite 202
Daytona Beach, FL 32114
(386) 257-3332

Personal Representative

Heidi Webb did an amazing job with our estate planning. She is extremely knowledgeable and explains things so that you can really understand how things will work. Quick turn around time and very reasonable fee. I highly recommend her for any and all of your estate planning needs.

~ Tami G

Ms. Webb was an amazing guardian ad litem for my son. She tirelessly worked to overcome a difficult situation and worked hard to ensure what was best for him. She had no problem filing restraining orders, meeting with school officials or anything else that was necessary to ensure he go the best education. She also was a relentless moderator and setup a series of processes that have served him well. Thank you!

~ Todd C

leave money to a charity

How Do I Leave Money to a Charity?

There are several ways to leave money to a charity, some less complex than others. 

To keep it simple you can simply name charities in your Will or Trust —with either specific amounts or percentages.  If you choose specific charities, it is best to include their EINS to avoid confusion because their names often change. 

If your goal is broader —local causes or the resulting ‘greater good’ more important than the actual entity —then set up your Trust allowing your trustee(s) the discretion to choose the charity(ies).  If you decide to let the trustees choose the charities, leaving a clear record of your wishes is essential to help them decide.

Your gift can be cash, a specific property or asset or a share of your residuary estate.

There are more complex ways to accomplish charitable gifts including Foundations and Charitable Trusts but that’s for another post 🙂 

As always, I recommend hiring an experienced estate planning attorney to review how to incorporate charitable contributions into your plan. An attorney will know the laws in your state and suggest how to do this based on your unique needs. Charitable donations need to be clear in your estate plan to avoid confusion and possibly have the names charity refuse the bequest. 

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