A few colleagues and clients asked me this week the same questions about counting charitable bequests and I thought this is a great opportunity to hear from the blog readership. Please take this quick poll and share this post with others to get more respondents to the poll – the more answers, the more useful the poll!! Thank you in advance for the taking the poll. In a week, I will report back on the results.
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We only count realized bequests to the extent they amount realized exceeds a previously counted bequest intention.
Of course, great point. Thank you for commenting!