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…
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 to find a guide to defining commonly used terms and best uses? Check out the video below for all the expertise coming from Sam McGovern….
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…
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 know exactly what will happen in Congress in the upcoming year, the current law’s advantageous tax benefits will sunset in 2025, and the amounts will…
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 like cash, stock, or cryptocurrency to the fund and recommend grants to qualified charities like the Boys and Girls Club East County Foundation (BGCEC). Q:…
Welcome 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 Giving. Want to learn more about Planned Giving and see if it fits your future goals? Check out the video below for all the expertise…
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 our work in the future? With a charitable gift annuity, you can make a meaningful gift to BGCEC Foundation and: Here are the details: Attractive…
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 to us. Many also set aside time during the holidays to make special gifts to our favorite charities, such as Boys and Girls Clubs of…
Did 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 benefits? Here are the advantages: Make a significant gift today If you own property for longer than a year that is fully paid off and…
Welcome 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 where to start with future planning and securing your legacy? Forrest and Sam tackle this hefty topic for you and go over key items you…
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