Learn why it's important to have a plan for transferring assets out of your ownership after your death regardless of the size of your estate.
As the U.S. is on the verge of its largest generational transfer of wealth in history and aging boomers consider what to include in their estate plans, it’s important they keep in mind a succession plan for charitable assets like donor-advised funds.
W. Gary Stemple CFP®, CLU®, CRPC® shares three estate planning strategies that will ensure more of your assets will get to your heirs rather than be used to pay estate taxes.
In our roundup for professional advisors, we explore the “Integrity and Initiative” inheritance plan, tax fraudsters, gifting an automobile to a charity and “blended gifts” for donors.
Ashley Copp, CFA shares why Donor Advised Funds can add efficiency to your estate plan and be an excellent tool to begin a conversation with heirs regarding your legacy, values, and the roles assigned in your estate plan.
Explore some of the most popular avenues for year-end charitable giving.
R. J. Kelly, ChFC®, CLU®, IAR, RICP®, MSFS explains why most wealth transfers are doomed to fail, and how communication and a "Letter of Intent" are the keys to preparing your heirs for success.
Explore five assets you should consider in your planned giving and the benefits of each gift.
Giving a gift or lending money to a family member can have very important tax and estate planning implications. Rick Brooks, CFA®, CFP® shares six points to consider when (financially) supporting family members.
At this year's Legacy League Luncheon, attendees celebrated giving, remembered philanthropists and honored San Diego’s local historian: Philip Klauber.