What if you could make a significant difference for a cause that you really care about, without reducing your assets (or those of the next generation)? What if you could actually give money away and save money at the same time? Well, if you qualify for more permanent life insurance than you need, you can.… Read more »
Tag: charitable giving
6 Estate Planning Secrets the Government Doesn’t Want You to Know
“Despite their wealth and business savvy, more than one-third of high-net-worth families have not taken the most basic steps to protect and provide for their loved ones when they die,” CNBC.com cites a 2015 millionaire survey. Don’t Get Overwhelmed You’re not alone if the words ‘estate planning’ make you feel like a deer in the… Read more »