When you are planning your estate, you have a lot to think about, and your family will invariably come first. This being stated, charitable giving can be quite meaningful on a personal level when you support causes and/or institutions that are doing good things for others.
When you work charitable giving into your estate plan, you will always be remembered for your benevolent nature, and this is a powerful legacy.
Estate Tax and Gift Tax Considerations
In addition to the emotional and spiritual rewards, there are tax advantages that go along with acts of charitable giving. There is a state-level estate tax in Connecticut with a $9.1 million exclusion in 2022. This is the amount that can be transferred tax-free.
Any portion of your estate that exceeds the exclusion would potentially be subject to taxation.
Need Help Now?
If you are ready to take the ultimate step and work with a Glastonbury, CT estate planning lawyer to put a plan in place, we can help. You can send us a message to request a consultation appointment, and we can be reached by phone at 860-548-1000. Make charitable giving part of your estate and contact us with any questions or concerns.
Mr. Nirenstein is licensed to practice before the courts of the State of Connecticut and the United States District Court. He is a member of the Connecticut and Hartford County Bar Associations, and the Estate and Probate, Elder Law, Business Law and Real Estate Sections of the Connecticut Bar Association.
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