Neil R. Covert, P.A. -- Estate Planning Quiz

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Volume Six • Number Ten • October 2008

Ask Yourself

These Questions Regarding
"Charitable Opportunities"

I pay my fair share of taxes and support the charities of my own choosing through tax-deductible contributions.
Yes.
No.

If given the choice, I would rather engage in voluntary philanthropy (i.e., maximizing my support of the charities of my own choosing) than engage in involuntary philathropy (i.e., the taxes I otherwise pay to the IRS to support government programs, many of which I personally oppose).
Yes.
No.

I am intrigued by the government-encouraged opportunities available under Internal Revenue Code § 664 to become a voluntary philathropist through Split-Interest Giving.
Yes.
No.

I understand that, while Split-Interest Giving ultimately benefits my selected charities, my loved ones will forever lose the use and enjoyment of the assets given.
Yes.
No.

I understand that a Wealth Replacement Trust may replace (on a tax-advantaged basis) the assets contributed to charity through my Split-Interest Giving.
Yes.
No.

If you are not satisfied with any of your answers, it may be time to schedule an appointment with your attorney to review your legal planning. If you would like to meet with us, please call the office at (800) 660-7564 to schedule an appointment.

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