The Ultimate Win-Win: What An IRA Does for You and Your Donor
A Qualified Charitable Distribution (QCD) is a powerful tool that allows IRA owners to donate directly to qualified charities, bypassing the usual tax implications of IRA distributions.
Title: Estate Planning Essentials: The Five Types of People That Need a Will
In honor of August’s Make A Will Month, we’re talking about a subject that many avoid but is integral to securing your future – wills. You might be surprised to learn that, as per a 2021 survey, only 32.9% of American adults have an estate planning document such as a will or living trust. Are you among the remaining two-thirds? If so, here are five types of individuals who particularly need a will, and why.
Life is unpredictable, but with a will, you have the power to decide who benefits from your estate, who cares for your children, and what happens to your pet. As uncomfortable as contemplating these scenarios can be, a will provides peace of mind knowing you’ve protected what matters most.
During this Make A Will Month, we urge you to seize the opportunity to safeguard your future and loved ones. After all, securing peace of mind is priceless. Don’t let procrastination or discomfort leave your family’s future in the balance. Remember, estate planning isn’t about your death; it’s about managing your life!
In case you need assistance with estate planning or have questions about creating a will, reach out to us. Let’s secure your future together this August.
A Qualified Charitable Distribution (QCD) is a powerful tool that allows IRA owners to donate directly to qualified charities, bypassing the usual tax implications of IRA distributions.
Encouraging donors to give from their IRA is a creative way for a donor to give with impact and save on taxes. The impact is the same whether a donor gives from their bank account or their IRA. A QCD gift is a win-win!
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