LEAVING A CHARITABLE LEGACY WITH AN IRA

Originally published in Catholic Community Foundation Publication

Summer 2019

by Ron Wayne

For many people, retirement assets represent a major portion of their accumulated wealth. Here are simple ways to use IRAs, or 401ks, as tax-efficient sources of funding charitable bequests.

Ron Wayne

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Ronald F. Wayne, Esq., is Partner and Trusts & Estates Practice Group Leader at Buckingham, Doolittle & Burroughs, LLC in Northeast Ohio. Ron focuses on estate planning, probate, and elder law. He assists clients with the efficient transfer of wealth from generation to generation, business succession plans, and probate and trust litigation matters.

About Buckingham, Doolittle & Burroughs:

Buckingham is a corporate law firm that counsels Middle Market executives and business leaders all over Ohio and beyond. With offices in Canton, Akron, and Cleveland, Buckingham offers clients Business Law Reimagined through sophisticated and practical legal services. Serving the region for over 100 years with nearly 70 attorneys, Buckingham’s mission is to deliver meaningful experiences through the practice of law, exceed expectations in terms of service, counsel and business sense, and to offer continuous value to the industries, communities and clients they serve. See all of our news and updates by visiting our website.

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