As we get into the holiday season people start to feel charitably inclined, and yes you could just drop some coins with the unenthusiastic guy with a bell, give a $20 spot at church, or write a check…but what if there was a bigger bang for your proverbial buck? Over the next couple weeks
Continue reading Advanced Charitable Giving using Life Insurance
Even those with strong charitable intents (religious or otherwise), actually fail to provide for the charities of their choice at death. In essence their charitable intent is often ignored, and it is usually by mistake!
I was reading a Last Will and Testament of a high net worth client the other day, and
Continue reading Don’t Accidently Forgo Your Charitable Intent at Death
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