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How SECURE is your estate plan? Secure Act may significantly impact your beneficiaries. Effective January 1, 2020, the Setting Every Community Up for...
LEAVING A CHARITABLE LEGACY WITH AN IRA
July 30, 2019 • < 1 min read
Originally published in Catholic Community Foundation Publication
Summer 2019
by Ron Wayne
For many people, retirement assets represent a major portion of their accumulated wealth. Here are simple ways to use IRAs, or 401ks, as tax-efficient sources of funding charitable bequests.
Ron WayneDownload the article.
Ronald F. Wayne, Esq., is Partner and Trusts & Estates Practice Group Leader at Buckingham, Doolittle & Burroughs, LLC in Northeast Ohio. Ron focuses on estate planning, probate, and elder law. He assists clients with the efficient transfer of wealth from generation to generation, business succession plans, and probate and trust litigation matters.
About Buckingham, Doolittle & Burroughs:
Buckingham is a corporate law firm that counsels Middle Market executives and business leaders all over Ohio and beyond. With offices in Canton, Akron, and Cleveland, Buckingham offers clients Business Law Reimagined through sophisticated and practical legal services. Serving the region for over 100 years with nearly 70 attorneys, Buckingham’s mission is to deliver meaningful experiences through the practice of law, exceed expectations in terms of service, counsel and business sense, and to offer continuous value to the industries, communities and clients they serve. See all of our news and updates by visiting our website.
