Estate and charitable giving planning are intricately intertwined in that they both address how your assets will be distributed. The highest priorities of most people often include providing for their families and supporting charitable causes they believe in. Prudent estate and charitable giving plans can help you accomplish both.
Creating an estate plan
An estate plan allows you to preserve your family values and ensure that your assets benefit the people and charitable causes in accordance with your wishes. Estate planning provides certainty and control over all you’ve worked for and accumulated during your lifetime. Estate planning is an essential component of a comprehensive financial plan and the foundation of financial planning.