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October 2023

Celebrating 15 Years of National Estate Planning Awareness Week: October 16-22, 2023

Do you know the essential elements of an estate plan? Read more to learn what they are and why estate planning is so important.

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70½ or Older? Use Your IRA Funds for Tax-Advantaged Giving
Posted September 2023

Charitable giving with retirement funds offers many tax advantages. Read more to learn about the benefits of annual and planned giving using IRA distributions.

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August Is National Make-A-Will Month—Is It Time to Create or Update Your Will?
Posted August 2023

If you have been considering creating or updating your will, now is the perfect time! Read more for helpful steps to ensure your will reflects your current personal and charitable goals.

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Do You Know the 6 Ways Your Assets Could Be Distributed?
Posted July 2023

There are six main ways to transfer assets through your estate, and five of them offer charitable opportunities. Read more for a detailed explanation of each.

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A Qualified Charitable Distribution May Reduce Taxes on Your Social Security Benefits
Posted June 2023

An IRA charitable rollover gift provides benefits you may already know about. Read more to learn how it could also reduce the taxable portion of your Social Security benefits.

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