Charitable Remainder Trusts: “Test-Drive” Charitable Giving
Takeaways Americans are among the most generous people in the world, but trust in charities is declining amid concerns about transparency and accountability. Charitable remainder trusts (CRTs) allow donors to provide for themselves and their loved ones while...
Spring Cleaning for Your Estate Plan: Review and Revise
Takeaways Regularly reviewing and updating your estate plan is crucial to ensure that your money and property will be managed and distributed according to your wishes and that your health care preferences are followed. Changes in life events, financial status, health,...
Transfer-On-Death Accounts: A Useful Estate Planning Tool
Takeaways A transfer-on-death (TOD) account may be a simple and straightforward way for you to pass your wealth or property on to your loved ones after your death. TOD accounts can help your loved ones receive your financial assets upon your death without having to go...