Every great team has a playbook. The coaches, the players, the strategy — it all lives in that book. But what about your family? What happens to the people and causes you love most if you are suddenly not able to call the plays? Welcome to Your Legacy Playbook! Your Legacy Playbook – the series….
Sometimes we have an end goal in mind, but we aren’t exactly sure how to get there. Making the most of our charitable giving is no different. There are many ways to give other than with cash, and some offer greater tax savings and other benefits. One very popular method is giving appreciated securities. Test…
Qualified charitable distributions (QCDs) from individual retirement accounts, have been in the news a lot recently as a very smart and efficient way to make charitable gifts. But are IRA QCDs the best giving plan for everybody? It is important to understand the basics: 1. You need to be one of the many people who…
10) Lawyers are too expensive. 9) I don’t know an attorney. 8) My estate is not very large. 7) I own everything jointly with my spouse. 6) I don’t have any close family members. 5) It takes too much time. 4) I have revocable living trust. 3) I already have a will that was written…
Carter’s, Inc., the largest branded marketer in North America of apparel exclusively for babies and young children, unveils a limited-edition t-shirt capsule collection in collaboration with Boys & Girls Clubs of America to help empower the next generation of creators. Designed by young artist Club Kids include Boys & Girls Clubs of East County’s very…
CARTER’S TO SUPPORT BOYS & GIRLS CLUBS OF EAST COUNTY WITH IN-STORE GIVING CAMPAIGN Funds raised will be used to help the Club’s mission of providing East San Diego County area youth with the tools they need to be successful. Carter’s Inc. is excited to announce its partnership with Boys & Girls Clubs of America…
Sometimes we have an end goal in mind, but we aren’t exactly sure how to get there. Making the most of our charitable giving is no different. There are many ways to give other than with cash, and some offer greater tax savings and other benefits. One very popular method is giving appreciated securities. Test…
Many individuals have a large portion of their estate in their retirement plan. While these funds can provide additional income during their lifetime, they can also be used to make charitable gifts both now and in the future. For example, if you are 70½ or older, you may want to consider making a gift directly…
Provide for Your Family + Boys and Girls Clubs of East County Foundation Hopefully, you’ve had a chance to review your estate plans this spring and are ready to make any necessary adjustments. If you are like most individuals, you have probably been preparing and adding to your retirement savings throughout your career. Isn’t it…
Do you have life insurance policies or retirement plan accounts? The distribution of these assets is determined through a form designating a beneficiary when the plan or account is created. See how much you know about beneficiary designations with this test. Q: Once I assign the beneficiaries for my retirement account, life insurance policy, or…
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