How Do You Want to Be Remembered? 

Did you know that many people consider October the perfect time to review and evaluate their overall estate and financial plans? This tradition likely dates back to the early days …

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What a Will does for You

A last will and testament can provide you with peace of mind, knowing that you are providing written, legal guidance as to your wishes for settling your affairs. It can …

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Gifts from your IRA- you don’t say?!

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 …

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Blended Gifts

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 …

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Sam’s Corner Part 4!

Welcome back to Sam’s Corner, featuring Sam McGovern from McGovern Law Group and our Executive Director, Forrest Higgins! Let’s dive right into the A to Z’s of Estate Planning! Want …

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Test your Knowledge

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. …

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On the Horizon

When the Tax Cuts and Jobs Act of 2017 was passed, the federal estate and gift tax burden reduction for millions of Americans continued. Although there is no way to …

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