Consider Leaving a Legacy
Why Estate Planning is Important
Estate planning is an important part of your overall financial health,
establishing a Trust allows you the opportunity to direct where your estates
asset’s will be distributed and often allows the beneficiaries to inherit these
assets without federal and state tax liabilities. It also binds the trustee or
administrator to comply with your explicit wishes.
HSIMC has served as a trustee for estates and are experienced at
understanding all of the fiduciary requirement’s for managing and liquidation
of a trust. In addition to this, HSIMC has access to legal support to provide
consultation when necessary.
Many people, especially those that are subject to Required Minimum
Distribution’s (RMD’s) from IRA or other retirement plans, utilize annual
charitable giving as a strategy to minimize potential income tax liabilities. In
the case of a non-retirement asset, it allows the gift to be donated at the
appreciated value. Individuals also have the opportunity to fulfill any desires
to contribute to worthwhile causes while they are still alive.
Why You Should Consider HSIMC
Choosing the Humane Society For Inland Mendocino County as a recipient of your annual charitable giving or as a beneficiary of your estate, helps to solidify your legacy and allows us to continue our efforts to rescue, nurture, rehabilitate and find forever homes for every one of our dogs and cats. Every day more and more pets are being surrendered making the work we do ever more critical.
Ways to Give
If you are considering annual giving or an estate bequeath and would like to discuss it, please contact us at 707 485 0123 or email jking@hsimc.org