How to Make Charitable Giving Part of Your Financial Plan
COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.
Choosing the Right Trustee for Your Estate Plan
One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles: trustee, personal representative, executor and agent. While a critical decision, it’s often given significantly less thought than the distribution of your assets. B …
When Should I Start Worrying About an Estate Plan?
Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will. A will is a legal document that directs:
How to Get Your Finances Back on Track After a “Gray Divorce”
By Scott Berryman, JD First there was Al and Tipper Gore. Then Bill and Melinda Gates. Divorce after the age of 50 is no longer so rare. From 1990 to 2010, the divorce rate for people over 50 doubled. It’s leveled off somewhat, but continues to rise for people over 65. Longer life exp …
