Plan for Your Loved Ones' Security
Nothing is quite as important as ensuring an up-to-date estate plan to provide for the welfare of your family-especially those under your care. This list will help you make sure your loved ones are well taken care of long after you're gone.
Cashless Ways to Make a Difference
Would you like to make a charitable impact far into the future without giving up cash during your lifetime? These three easy ways can get you started.
How to Make a Lasting Legacy
You can leave a lasting legacy by creating or contributing to an endowment fund in which the principal is invested and all or part of the earnings are used to help the programs and goals you want to support.
Remembering Us in Your Will
You can include a gift in your will, known as a bequest, to the Jewish Community Foundation of Los Angeles when you create your will, or you may add or update a bequest later with a codicil. There are two important points to keep in mind as you make your plans to ensure your gift is carried out as you intend.
Memorial and Honorary Gifts: Getting Started
If you have a family member or friend whose life has been touched by the Jewish Community Foundation of Los Angeles, we hope you'll consider making a gift to us in honor of that person.
Boost Your Retirement Income
With a charitable remainder unitrust, you can support our mission and add to your retirement cushion so you're ready when your golden years arrive.
Real-Life Estate Planning: Scary Surprises Alert One Couple to Take Action
For Andy and Debra Lucas, both aged 56, the past year has shown them how precious life is and how important it is to plan ahead for the unexpected. Read how they found peace of mind in their updated estate plans.
How to Survive in the Sandwich Generation
The sandwich generation-those of you who are supporting your children as well as your aging parents-face unique challenges in caretaking and estate planning. You can survive the challenges of supporting your children while keeping a watchful eye on your parents, however, with a little help. Here's how.
4 Easy Steps to a Gift That Supports Your Future and Ours
A charitable gift annuity is smart, rewarding and simple! Find out how to create this gift that can provide payments to you and help ensure the future of The Foundation.
New Opportunity for 2010: Convert Your IRA
If you're interested in converting your IRA to a Roth IRA, this is the year you can do so without worrying about an income limit. Find out what you can expect and how a gift to the Jewish Community Foundation of Los Angeles can be an added benefit for you.
Q&A Inheritance: The Fine Print
Do you know who will get your retirement assets after your lifetime? Here are the answers to three common questions that will help you as you plan your estate.
Passing Retirement Plan Assets On to Family Isn't Always a Good Idea
Your most valuable assets may also constitute the biggest tax bill for your heirs. Yet research shows there's a less than 50/50 chance that your loved ones realize what's headed their way. Here is the real story.
Will New Tax Laws Affect My Estate Plan?
It's an extraordinarily uncertain time-tax wise, that is. This is the first year in decades that American tax law repealed the federal estate tax. As of Jan. 1, 2010, federal estate taxes are repealed for any deaths that occur during this calendar year, regardless of the size of that person's estate (state estate/inheritance taxes will still apply).
3 Gift Options for the Person Who Wants Flexibility
It's not always easy to think about being charitable if you're worried about tomorrow's finances or aren't prepared to finalize a large gift. Rest assured, there are flexible gift options that allow you to change your mind, if need be. Here are gift options that let you have control.
3 Ways to Show Your Charitable Side
When it comes to supporting your favorite charitable organizations, there are many options to choose from. Here are some easy ways to show you care.
Savings Bond Magic: How to Make the Taxes Disappear
Your savings bonds, when left to heirs at your death, are subject to income tax on the accumulated interest. When left to us, however, we will receive the full value of the bonds.
What You Need to Know to Protect Your Children's Inheritance
One of the most important steps you can take toward providing security for your children and peace of mind for yourself is to update your will.
5 Moves to Make After Age 50
If you are 50 or older, there are key steps you should take to prepare for your future.
Your Estate Plan Check-In
Do you have an estate plan? Does it reflect your current situation and wishes? Our checklist will help you make sure your plans are on track.
When and How to Update Your Will
Your will, like many items, can become outdated. Here's how to ensure that your plans meet your current life circumstances and goals.
Tips for Discussing Estate Planning With Your Spouse
Engaging in a meaningful conversation with your spouse about estate planning can help you and the people and causes you care about benefit most.
Giving In Tough Times Can Provide More for Your Heirs and Cut Taxes
Americans today are anxious about their money. Their stock values are falling and their 401(k) plans are so low that it's hard to open the quarterly statements. It may be the wrong time to think about charitable giving-or is it?
This article is designed to provide accurate and authoritative information in regard to the subject matter covered. It is provided with the understanding that the editor and contributors are not engaged in rendering legal, accounting or other professional services. Therefore, the contents should not be applied as legal or financial advice.