Without thoughtful contingency planning for unforeseen circumstances, bequests or other end-of-life gifts you intended might not happen. Following are the four main reasons such gifts may not be successful and actions you can take to prevent that outcome.
To ensure that your gifts, whether to family or charitable organizations, reach the intended recipients, engage professional legal counsel to identify the issues, guide you, and properly draft legal documents. Also, feel free to reach out to us. We can work with you and your attorney to ensure that your charitable objectives will be realized.
And remember that the primary reason intended gifts are not successful is not ademption, abatement, lapse, or omission, but simply procrastination about taking necessary actions.
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