Pros and Cons of Giving to Charity in Your Will or Trust | Waldron Partners Planned Giving Series

In this video, Waldron Partners explores the pros and cons of giving to charity in your will or trust, with a special focus on California estate planning. Whether you’re considering leaving a portion of your estate to a nonprofit, setting up a charitable trust, or balancing your giving with family needs, this guide will help you weigh the emotional, financial, and legal impacts of charitable estate planning.

What you’ll learn in this video:
✅ The benefits of leaving a charitable gift in your will or trust
✅ How charitable giving can reduce estate taxes and avoid probate in California
✅ Potential drawbacks, including family conflict, reduced inheritance, and delayed impact
✅ How to navigate family dynamics and communicate your intentions clearly
✅ California-specific estate planning rules: community property, probate, and trust strategies
✅ Ways to balance giving to charity and providing for your loved ones

At Waldron Partners, we believe giving through your estate isn’t just about money...it’s about meaning. It’s about creating a legacy that reflects your values while protecting the people you love.

Whether you’re drafting a will, considering a revocable living trust, or exploring tools like Charitable Remainder Trusts (CRTs), this video will help you understand your options and avoid common mistakes.

California Focus: As a community property state with a complex probate process, California estate planning comes with unique challenges and opportunities. Waldron Partners breaks it down so you can make informed choices about your charitable giving.

Key takeaway: With the right planning, you don’t have to choose between charity and family. You can design a legacy that does both in supporting causes you care about while preserving your heirs’ future.

Intro - 00:01
What Will Your Legacy Say About You - 00:39
Make Your Generosity Go Further - 1:16
Give With Meaning - 2:08
Impact on Your Loved Ones - 2:40
The Unknowns - 3:24
The Gift You'll Never See - 3:59
Navigating Emotions and Expectations - 4:31
Impact on Your Heirs - 5:03
Opportunities - 5:30
California Specific Considerations - 6:06
Outro - 6:35

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