Posts Tagged: charitable giving

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6 Simple Tips for Beneficiary Designations

You’ve almost certainly had to sit down with some sort of forms and designate your beneficiaries be it on a savings or checking account, life insurance, annuity, 401(k), pension, or IRA. All of these accounts are passed along at the time of death via beneficiary designation (sometimes referred to as payable on death (PODs) or… Read more »

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Gifting Publicly Traded Stock Given to Charity? Here’s how to Assess Value

A less-than-obvious, but ideal asset for charitable giving is appreciated, long-term, publicly traded stock. The merits of this giving tool are numerous, but there are some questions I hear from donors considering this options. For instance, when do you assess the value of a stock donation—before the donation, during, or after? And, how do you determine… Read more »

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Think Estate Planning is Just for the Wealthy? Think Again!

There is a rumor that has been floating around that only the rich need estate planning. That is extremely false. Everyone needs an estate plan, but the wealthy don’t need estate planning as much as the middle-class and working-class folks. If this contradicts everything you’ve ever thought about estate planning allow me to explain. The… Read more »