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(Hint: It's Not About Money)
Taking a break to think about and document what’s important to you—and why it’s important—can help you connect more deeply with the people and places you hold dear. However, few people take the time. Did you know that top...
You know a will is vital when it comes to distributing your assets to the people and causes you care about, but did you know that creating one has personal benefits? This is particularly apparent when you use it to give a gift to an organization you...
Part of writing a will is choosing an executor (in some states, this person is called “personal representative”). This person oversees the estate settlement process. Perhaps you have been named in a loved one’s estate plan....
A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.
You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to SECC as a lump sum.
You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to SECC as a lump sum.