When Should You Notify the Beneficiary? No matter what it is that you are thinking of giving, it makes a lot of sense to be in touch with the organization when giving a major gift. For starters: the organizations like to know that they have a gift coming! While this...
Protect Yourself And Your Family
Month: December 2022
What is the difference between revocable and irrevocable trusts?
Trusts are a useful and common form of estate planning, and they come in multiple forms. How do you know which one is right for you? Consider the differences between revocable and irrevocable trust. Definition of a trust A trust is a legal document similar to a will...
How to Make Charitable Giving Part of Your Estate Plan: Part 1
How to Include a Charity in Your Estate There are actually a number of different ways in this can be achieved however, the most basic option for a will or a trust is to simply designate a portion of your estate to a particular charity. This can be done in the form of...