A will allows you to distribute your assets according to your wishes rather by state law and your wishes will not be fulfilled. Updating your will periodically ensures your current intentions will be carried out.
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Living wills create a legal declaration of your personal wishes regarding extraordinary medical treatment in the event you become terminally ill or permanently unconscious.
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Power of attorney is the written legal document that lets you designate another person to act on your behalf in the event you become disabled or incapacitated.
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Test your knowledge on a variety of financial planning and planned giving topics.
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Review forms and links that may be helpful to you as you plan for the future.
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Explore a glossary of terms associated with planned gifts.
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Charitable gifts, like financial plans, should be tailored to individual circumstances and can often improve your client's position. Explore articles covering a range of topics to help you better advise your clients on charitable estate planning issues.
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