No matter the size of your estate, providing for family and loved ones is very important. In addition, many people want to leave the world a better place. One way to accomplish this is to leave a legacy through a charitable bequest.
SWIF’s quarterly newsletter, Your Legacy Planning Guide, is a source of valuable information. It talks through efficient and effective ways to consider fulfilling your wishes.
Past issues include:
- Sharing Your Personal Goals with Professional Advisors
Learn how to put your values front and center.
Bonus: What to Do in the First 48 Hours When You Lose a Loved One - When the State Makes Decisions for You
Learn what happens when you don’t have a will.
Bonus: Make Your Final Wishes Come True - Financial Planning for the Busy Person
Learn how to take time for important details.
Bonus: The 3 Easiest Ways to Leave Your Legacy - Where to Find Articles on Taxes, Savings and Help for Your Family
Learn about tax considerations.
Bonus: How to Plan for Your Heirs
Contact Legacy Gift Planner Bob Golberg or 800- 594-9480 to request a past issue or to be added to our mailing list.
