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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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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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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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Q: What is a Donor Advised Fund (DAF)? A: A DAF is a charitable giving vehicle maintained by community foundations, financial institutions, or charitable organizations. It allows individuals to donate assets …
Read MoreWelcome back to Sam’s Corner, featuring Sam McGovern from McGovern Law Group and our Executive Director, Forrest Higgins! Find out the answers to big questions regarding Estate Planning & Planned …
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Have you ever wished that you could expand your giving to Boys and Girls Clubs of East County Foundation today, receive benefits in return and make a lasting impact on …
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Traditionally, the holiday season is a time when we make a special effort to be with our loved ones—sharing gifts and showing our appreciation for those who mean the most …
Read MoreDid you know you can give the Boys and Girls Club of East County Foundation your personal residence, vacation home, farm or other property—while enjoying immediate and possible future tax …
Read MoreWelcome to Sam’s Corner, featuring Sam McGovern from McGovern Law Group and our CEO, Forrest Higgins! Find out the basics of Estate Planning right here in this introductory video. Unsure …
Read MoreWelcome to Sam’s Corner, featuring Sam from McGovern Law Group and our CEO, Forrest Higgins! In this episode, Sam and Forrest collaborate to address the important topic of estate planning. …
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One of the few things certain in today’s economic environment is change. As the end of the year approaches, you may want to review and possibly revise your financial plans, …
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