Download Legacies for Libraries: A Practical Guide to Planned Giving by Amy Sherman Smith PDF

By Amy Sherman Smith

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Trusts The bypass trust is a revocable living trust that can offer substantial savings in federal estate taxes. Each person has a federal estate and gift 36 BUILDING BLOCKS OF PLANNED GIVING transfer tax exclusion of $675,000 in 2000 that is scheduled to increase in annual increments up to $1 million in 2006. The federal estate tax after the application of the $675,000 exclusion starts at the rate of 37 percent and graduates quite rapidly up to 55 percent on the portion of the estate in excess of $3 million.

If you die without a will (“intestate”), you will have lost control over what happens to your property and who will care for your minor children, if you have any. For example, your estate might pass to a former husband’s second wife rather than to your children of his first marriage! Children are typically treated equally. Real world experience shows that this is often not what parents want. Do you want to choose your beneficiaries, or let the law do so? Any property transferred by will is subject to probate.

While there is a guaranteed return, there is no opportunity for appreciation of capital nor protection against inflation. Rates typically rise and fall with inflation and recession. Certificates of deposit (CDs). Like other deposit accounts, CDs are generally insured up to $100,000. A CD is a receipt for funds deposited with a financial institution payable to the holder at some specified date and bearing interest at a fixed rate. There are generally penalties for withdrawing the money early. Money market funds.

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