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!
Plenteous Financial Wellness Wheel
In the pursuit of a plenteous life, consider cash flow planning, education and career planning, risk and insurance planning, tax planning, investment planning, retirement planning, eldercare planning and estate and gift planning.