The Lewes Historical Society will work with you and your advisors to design a plan that achieves your financial and philanthropic objectives. Gifts can be wonderfully simple, flexible and easy to make. We can provide appropriate language for naming the museum in your will or assist you in making a current gift to the museum. Some gifts that provide income to the donor or their beneficiaries are more sophisticated, but not difficult to set up.
Informative seminars with financial and legal experts are offered occasionally to our members. We are always striving to develop programs responding to our members' interests and needs. We offer special seminars throughout the year on basic and advanced estate planning, techniques to reduce estate taxes, and retirement planning. These seminars are free, members-only events featuring presentations by experts in the field of estate planning and tax and financial planners. There are extensive question and answer opportunities.
Topics include: the basics of wills, trusts, and the steps an executor and family must go through when a person dies, including ways to minimize this process; an overview of the federal and Delaware estate tax rules; adding income for life while obtaining a tax deduction; how you can reduce your taxes; charitable planning strategies and techniques; trusts and how they and foundations can be used to your advantage; business succession planning; and personal financial management.
A few gift and estate planning options include:
- Gifts of Cash
- Gifts of Appreciated Securities & Other Assets
- Works of Art & Historic Artifacts and Collections
- Personal Property
- Charitable Gift Annuities
- Charitable Remainder Trusts
- Charitable Annuity Trusts
- Charitable Unitrusts
- Charitable Lead Trusts
- Real Estate Life Insurance
- Retirement Plans
- Summary of Options
The information provided here is not intended as legal advice and is for educational purposes only. You should always speak with your legal and financial advisors regarding how these techniques apply to your individual situation. Proposals with specific information for your needs are available at no charge and place you under no obligation.