Insurance as a Multigenerational Legacy Planning Tool
There are a multitude of estate planning strategies when using permanent life insurance. In this article, I will examine just one technique that can be effective in building, maintaining, and …
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Tag: charitable gifting
Three Strategies of Charitable Giving
During the Holiday Season, the spirit of giving can shine brighter than any other time of the year. Most of us support different charitable organizations with the gift of time, …
Four Things to Remember When Donating to Nonprofits This Holiday Season
‘Tis nearly the season for gift giving once again, and with it comes the urgent and annual appeals from local and national charitable organizations seeking a much-needed boost to sustain …