Because estate and gift planning is foundational to achieving financial wellness, consider these estate and gift tips. After all, estate and gift planning includes more than just a will. There are many decisions to be made and put into place regarding inheritance, gifting, guardianship for dependents, your needs should you become a dependent and more. Proper planning and clear documentation of your wishes is key in ensuring your intent is carried out.

Easily Make a Charitable Gift at Passing

2021-05-31T12:47:07-04:00

Easily Make a Charitable Gift at Your Passing Consider retirement accounts when making charitable gifts at passing. Creative thinking when making charitable gifts allows you to benefit the charity while maximizing the amount that goes to your heirs. Member/Contributor: Jennifer Noble - Connect with Jennifer! Get Involved with Plenteous Financial Forum

Easily Make a Charitable Gift at Passing2021-05-31T12:47:07-04:00

Notification of Future Events

To be notified of upcoming events, send us an email with your contact information and “Email Alerts” in the subject line: plenteousfinancialforum@gmail.com

Go to Top