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Inheritance & Legacy Learning

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
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What Issues Should I Consider When Establishing My Charitable Giving Strategy?

What Issues Should I Consider When Establishing My Charitable Giving Strategy?

  • The nature, timing, and terms of the wealth event
  • Cash flow impact
  • Liquidity considerations
  • Tax planning matters
  • Long-term planning opportunities

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What Issues Should I Consider If My Spouse Passed Away?

What Issues Should I Consider If My Spouse Passed Away?

  • Cash Flow Issues
  • Estate Settlement Issues
  • Insurance Issues
  • Tax Issues
  • Investment & Asset Issues
  • Other Issues

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Should I Inherit My Deceased Spouse’s Traditional IRA?

Should I Inherit My Deceased Spouse’s Traditional IRA?

Inheriting the IRA vs. rolling the IRA into the client’s own traditional IRA

  • 10-Year Rule vs. Life Expectancy Rule
  • RMD calculations
  • Considerations based on age and income needs

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