Planning how you will leave money to a charity is what we call “planned giving” and it is a powerful way to leave your legacy.
If there is an organization you have been blessed by, here are four planned giving benefits that may make investing in them worth your while:
There has been a lot of talk about the new administration bringing changes to tax laws. Here are six ways to deal with the effects:
An enormous piece of dementia care planning is creating an advance medical directive (AMD). AMDs are crucial for three reasons:
There are two questions you need to address regarding your medical care, and there are several health directives you can use to answer them.
Have questions about advance medical directives? Here is an advance medical directive definition, along with common questions about this tool.
What is a beneficiary designation? How does it work, and should you use one (or several) as part of your estate plan?
Most of the time, people think of wills and trusts as the primary tools of estate planning. But there are more tools you can use to end well.
After everything we’ve been through this past year, we know the value of preparing for the future. None of us can predict what 2021 will hold, but we can ready ourselves by planning ahead