The first time most of us create a will is when we have children. As we mature and our family structure changes, so too must the manner in which we view our estate plans. A will is more than a means to transfer property; it can be an expression of one’s personal ideals. The passing of values from one generation to the next is one of the most fundamental tenets of Judaism.
We are pleased to inform you that federal legislation renewed this year permits the use of tax neutral Individual Retirement Account (“IRA”) Charitable Rollover distributions to the Federation or other qualified charities through December 31, 2014.