Financial Planning – Estate and Gift

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


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

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