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How To Prepare To Write A Will

What To Consider If You Are Leaving Property To Charity

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Leaving money to charity in your Will helps people and causes you believe in. It also helps reduce the size of your estate for estate tax purposes.

If you are considering donating a large share of your estate to charity, check with a local attorney. There may be a maximum amount in your state over which your heirs can challenge the donation. If there is such a limitation, ask your attorney how to get around it. For instance: Can you provide in your Will that if the bequest to charity is challenged, the share the person who challenges it would have received instead goes to an unrelated person? There are probate courts that refuse to honor no-contest clauses, but it's worth the attempt. NOTE: If you use this method, it is not advisable to have the substitute beneificary be someone the challenger cares about, such as one of the challenger's children. 

Consider leaving at least a part of your estate to a disease specific non-profit organization which does research on, advocates for, or provides support to people with your condition.

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