I have often stated how estate planning serves different needs. It is not a one size fits all and it is not for just one type of planner. For example, I am speaking on estate planning to 2 different groups today and promoting my book, Stop! What are you waiting for? Your Step-By-Step Guide to Estate Planning.
First, an association of ministers will be interested in how charitable estate planning can be encouraged amongst their congregation. Many people during their lifetime financially support their religious organization through some consistent giving arrangement. Their giving can extend beyond their lifetime if plans are made. If not, the giving stops when they die.
Second, an association of independent financial advisors will want to know how their clients' assets can be protected with estate planning. What are the latest tax issues affecting estates?
Though the conversations will be very different, the goal to take the time now to plan for the future is the same. Contact us at http://www.ythlaw.com/ or leave your comments here.
First, an association of ministers will be interested in how charitable estate planning can be encouraged amongst their congregation. Many people during their lifetime financially support their religious organization through some consistent giving arrangement. Their giving can extend beyond their lifetime if plans are made. If not, the giving stops when they die.
Second, an association of independent financial advisors will want to know how their clients' assets can be protected with estate planning. What are the latest tax issues affecting estates?
Though the conversations will be very different, the goal to take the time now to plan for the future is the same. Contact us at http://www.ythlaw.com/ or leave your comments here.
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