Financial Corner: Charitable Giving
by Aegis Capital Estate Planning
July 1, 2025: When developing your estate plan, you can do well by doing good. You may experience a sense of personal satisfaction when you give money to charity, but it could also save you money in estate taxes. Contact an Aegis Financial Specialist to learn more about:
-How the federal government taxes transfers of wealth you make to others, both during your life and after your death.
-Outright bequest - what is it and how do you include one in your will.
-Benefits of creating a charitable trust
-The Difference between a charitable lead trust and a charitable remainder trust and decide which might be best for you.
IMPORTANT DISCLOSURES Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
Aegis Capital Corp. Steve & Jane Ircha & Richard Palmadesso Steven Ircha Senior Managing Director 26 Paxton Ave.
914-361-1099
Note: This content is sponsored by Aegis Capital.
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