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  • Our Firm
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      • Butler County
        • Fairfield
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        • West Chester
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        • Loveland
        • Montgomery
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Would You Prefer a Charitable Deduction This Year?

Home Our Blog Would You Prefer a Charitable Deduction This Year?

By Barry Zimmer on May 29th, 2018 in Estate Planning, Legal Education

A thoughtful woman in glasses touches her chin while looking at doodles on a gray background that say “NOW” with an arrow pointing to “LATER.”.Perhaps you would prefer to take a charitable deduction this year. Maybe you have higher income this year, or the reduced ability to take a deduction next year. A donor advised fund may make sense for you. A donor advised fund allows a deduction this year, even though distributions will be made to public charities in future years. Read on to learn more about a donor advised fund.

Would You Prefer a Charitable Deduction This Year?

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Some years ago, Barry Zimmer suggested we do a basic estate plan for our son when he went to college. We had no idea how important it would be! In our son's freshman year, he ended up in the hospital, and we were able to get crucial information about his condition because we had a health care ...

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