Posts tagged with "retirement account beneficiary"



Estate Planning · September 03, 2021
3 Ways To Benefit By Incorporating Charitable Giving Into Your Estate Plan
Giving donations to a charitable cause is a noble act of kindness. And you are also likely well aware that as with donating to charity during your lifetime, dedicating a portion of your estate to a charitable cause can reduce the taxable value of your estate. But it doesn’t end here. You may be surprised to learn about the numerous benefits available when you incorporate charitable giving into your estate plan. Learn more here!