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How to Know Which Nonprofit Organizations to Donate to at Your Death
If you are considering leaving some of your assets to a non-profit organization when you pass, we commend you. Planned giving is an incredible way to leave a legacy and make an impact in the world, and we wish more people would make it a part of their estate plan....
How To Leave Money to a Charity in Your Estate Plan
Planning how you will leave money to a charity in your estate plan is what we call “planned giving.” It is a powerful way to leave your legacy and speak about what was important to you, and we encourage each of our clients to consider this legal tool as they think...
4 Planned Giving Benefits to Consider While Estate Planning
Most people spend a good deal of time considering how to leave money to family members when they are planning their estate, but have you ever considered planned giving? “Planned giving” is just a term for giving to an organization or cause you support in a thoughtful,...
6 Ways to Minimize the Effects of Coming Changes to Tax Laws
There has been a lot of talk about the new administration bringing changes to tax laws. And while we don’t know when they will happen or to what extent the laws will change, we do know that these changes are likely a matter of “when,” not “if.” [Related: How 2021 Tax...
3 Reasons AMDs are Crucial for Dementia Care Planning
If you or someone you love has dementia, or if you want to plan for that possibility, we encourage you to think ahead about dementia care planning. An enormous piece of dementia care planning is creating an advance medical directive (AMD). AMDs are crucial for three...
Different Types of Health Directives, and Which One(s) You Need
Use a Health Directive(s) to Address Two Medical Questions If you are over the age of 18, there are two questions you need to address regarding your medical care. First, who do you want to make medical decisions for you if you become unable to do so yourself? This...
Advance Medical Directive Definition and FAQ
Have questions about advance medical directives? Below you’ll find an advance medical directive definition, along with common questions about this tool. Advance medical directive definition: A legally binding document that permits you to select the types of medical...
What Is a Beneficiary Designation, And Should You Use One?
You may be familiar with beneficiary designations from setting up your retirement account or talking with your financial advisor. But did you know they are one of the main tools to consider using as a part of your estate plan? Depending on your situation, a...
How to Avoid Probate
For some estates, probate can be a long, expensive, and complicated process. If you want to know how to avoid probate, this article gives you a high-level view of some options for doing so. However, keep in mind that it is unusual for just one of the following tools...
