estate planning

Planned giving is the process of donating to a charitable organization beyond one’s lifetime through financial vehicles like wills, trusts, and life insurance policies. By incorporating philanthropy into our financial planning, we can ensure that our assets are used to support causes that are important to us and ensure that we’re making a difference in the world long after we’re gone.

Deciding what to do with a lifetime of assets isn’t easy, but we have helpful tips for creating a will as an act of love for your family.