For more information, please contact Daniel Hoebeke, Gift Planning Officer:
415.406.1434 / dhoebeke@jhsf.org

Planning News and Information you can use

What's next for the federal estate tax? In 2001, federal estate tax rates and exemption were set through the year 2010. Over this nine-year period, tax rates generally declined …

Has your will expired? If a will has been validly executed, it will never technically expire. However, our individual circumstances can, and do, alter over time …

Why a will or living trust isn’t enough. Although a valid will or living trust is essential to long-term planning, it doesn't deal with one of the most important issues …

New law warns: “Don't make your will too clever.” Among the new laws signed by the governor of California in 2009 is one that will change …

6 things you thought you knew about income taxes. 1. The top tax rate for dividends and long-term capital gains taxes is 15 percent …

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Lifestyle & Legacy Planning

Every generation produces visionaries. These are individuals who, as in the Talmudic story of the carob tree,* plant for the future with their legacy gifts. These gifts enable the Jewish Home to continue providing care for our elders – for generations to come.

The Carob Tree Circle is the Home's way of recognizing those whose vision includes legacy gifts by way of wills, trusts, and other estate planning gifts. Our appreciation goes to those of blessed memory whose work on this earth is completed, as well as to those who have told us that they have included the Jewish Home in their long-term legacy plans.

* One day, Honi the Circle Maker was walking on the road and saw a man planting a carob tree. Honi asked the man, "How long will it take for this tree to bear fruit?"

The man replied, "Seventy years."

Honi then asked the man, "And do you think you will live another seventy years and eat the fruit of this tree?"

The man answered, "Perhaps not. However, when I was born into this world, I found many carob trees planted by my father and grandfather. Just as they planted trees for me, I am planting trees for my children and grandchildren so they will be able to eat the fruit of these trees."

— a Talmud Tale told by Peninnah Schram