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August 2022
Time to Take Action: August Is Make-A-Will Month
Is your estate plan complete? August is National Make-A-Will Month—the perfect time to write or revise your will. Read more to learn about the many benefits of a thoughtfully prepared will. -
July 2022
4 Tips to Ensure Your Gifts Successfully Reach Their Intended Recipients
Do you know the four main reasons why end-of-life gifts may not come to fruition? Read more to learn how to ensure that your gifts are realized. -
June 2022
It’s Time to Plant Your Garden … And Your Estate!
Do you know the four important steps that gardening and estate planning share? Read more to learn how to achieve best results when planting your garden and planning your estate. -
May 2022
Making the Pieces Fit: How to Solve a Gift-Planning Puzzle
Do you know how to make all of the pieces of your gift-planning puzzle fit together to meet your charitable goals? Read more to learn how to ensure your plans are fulfilled. -
April 2022
The Importance of a Plan B: Alternative Gift Options to Ensure Your Goals Are Met
Do you have a “Plan B” for your charitable giving intentions? Read more to learn about three ways you can create a back-up plan to make sure your goals are achieved. -
March 2022
Who Are the Three Primary Members of Your Charitable-Planning Team?
Did you know that charitable giving can be like a team sport? Read more to learn how to assemble the best team to help you achieve your philanthropic goals. -
February 2022
Password Management: A Key Element of Estate Planning
How many passwords do you currently have? Have you ever had to have a password reset? Read more to learn why password management is an important part of any estate plan. -
January 2022
3 Strategies for Letting Your Passion Guide Your Giving in 2022
Do you want to make the most of your charitable giving in the new year? Read more for three strategies to let your passion help guide your generosity. -
December 2021
Coming in the New Year: Lower Required Minimum Distributions from Retirement Plans
Do you know how the new required minimum distributions will affect your long-term personal and charitable plans? Read on to learn more about the changes coming in 2022. -
November 2021
6 Charitable Opportunities to Consider for Your Year-End Gift Planning
Do you know how to make the most of your year-end gift planning? Here are six charitable opportunities to keep in mind. -
October 2021
Celebrating National Estate Planning Awareness Week: October 18-24, 2021
More than 50% of Americans need to update or create their estate plans. If you are one of them, you may recognize these common situations. -
September 2021
The Many Benefits of Making Charitable Gifts Through Your Estate
Giving through your estate can be done in a variety of ways—and may possibly be the best way to achieve your charitable goals. -
August 2021
Do You Have a Beneficiary Backup Plan?
In addition to needing a will, you need a beneficiary backup plan to make sure your assets are distributed according to your wishes. -
July 2021
You Can Make a Charitable Gift That Keeps Your Options Open
Bequests and beneficiary designations are gifts where you can change your mind if you need to. -
June 2021
When Considering a Charitable Gift, Ask Yourself These Four Questions
How much should you give? When? To which charities? With what assets? Find out what you should consider when answering these four key questions. -
May 2021
“I’m Booked!” The Optimism of George Burns Can Help You Complete Your Estate Plan
Estate-plan procrastination is common among Americans, but George Burns’ optimistic look at the future can serve as inspiration. -
April 2021
Spring, and Every Other Season, Can Inspire Your Charitable Giving
What inspires your charitable giving? This article shows how each season of the year may inspire you. -
March 2021
It’s Almost Spring - Time for “Spring Cleaning” of Your Charitable and Estate Plans
Here are some suggestions for your spring to-do list, including looking at your estate plan and your charitable plans. -
February 2021
Payback: We Like to Help the Charities That Helped Us—And Sometimes We Can Benefit Again
Our sense of fair play inspires us to “pay back” the organizations that have supported us—and our gift can have tax benefits.
