4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Have A Question About This Topic?
Charitable donations are good for the recipient, and increasingly, research shows that they are good for the giver, too.
For much of our lives, our parents are the ones who have to bring up uncomfortable topics. (Just think back — and squirm — to their birds and bees talk. Awkward, right?) But once we become adults, sometimes it’s our turn to start sensitive conversations.
To choose a plan, it’s important to ask yourself four key questions.