Options for Donating to Charity Via Your Estate Plan

Tag Archives: retirement accounts

Options for Donating to Charity Via Your Estate Plan

If you’re interested in using your estate plan to leave behind money to a charity or cause of your choice, there are several ways you can accomplish this. Here is a quick overview of a few of them. Charitable trusts You can name a charity as a beneficiary of a simple revocable or irrevocable trust. […]

Assets Millennials Must Consider When Estate Planning

Millennials are, in part, known for their financial consciousness. The people who make up this generation tend to be more careful with their money and property, likely as a result of coming to age during and immediately following the Great Recession. Plus, being overburdened by student loans has forced many Millennials to be as frugal […]

How Retirement Assets Factor Into Your Estate Plan

In the world of estate planning, coordinating retirement assets is crucial. These days, a substantial portion of a person’s overall wealth can be found in tax-deferred retirement accounts like traditional individual retirement accounts (IRAs), 401(k) plans and 403(b) plans. There are many factors to take into account when considering the role your retirement assets play […]