Estate Planning and Charitable Giving in Florida Weekly

News Articles

GIVING: Article in Florida Weekly


Attorney Forrest J. Bass Trusts & Estates

Forrest J. Bass, Attorney
Forrest practices in the areas of wills, estate planning, probate and trust administration.

Most people are familiar with the benefits of making lifetime donations to charitable causes and organizations. In addition to outright gifts during your lifetime, there are additional estate planning techniques that can be used to achieve significant tax benefits while furthering your philanthropic goals.

The Florida Weekly article includes the following information:

  • Bequest in your will or trust
  • Direct gift of appreciated assets
  • Individual retirement accounts
  • Charitable remainder annuity trust
  • Charitable remainder unitrust
  • Charitable lead annuity trust

Read the article in the Florida Weekly