Gift Planning

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Six Ways to Transfer Assets
Posted January 2017

Eventually we all will give away everything we own, but we have a choice as to how to make those transfers.

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Your Gift Can Teach Philanthropy to Your Children While Maintaining Their Inheritance
Posted December 2016

J. C. Penney once asked, “How can we expect our children to know and experience the joy of giving unless we teach them that the greater pleasure in life lies in the art of giving rather than ...

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You Can Make a Gift to Charity and Recover Your Capital
Posted November 2016

You may know that if you itemize deductions, you recover some of the capital from a charitable gift. But you may not be aware ...

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You Have Charitable Options for Your Required Retirement-Plan Distributions
Posted October 2016

For those of you who are at least 70½—and beginning this year there are more and more of you—you have reached the age at which required minimum distributions (RMD) must be taken ...

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Since 1978, Care Dimensions has provided comprehensive and compassionate care for individuals and families dealing with life-threatening illnesses. As the non-profit leader in advanced illness care, we offer services in more than 90 communities in Eastern Massachusetts.