Tom Wolf is a retired CPA, aged 75. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. So Tom decided to make a g…
Jonathan purchased a home many years ago for $80,000. His home has appreciated substantially over the years and is now worth $420,000. Jonathan has decided to sell the home and move to a retirement community. However, he recognizes that even after using his $250,000 home exclusion, he will s…
Thomas was a widower who had a great love for our charity. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate.
Thomas told his attorney that he wished to make a bequest to Jewish Federation of Las Vegas. Thomas' estate included s…
