Understanding the Difference Between “Per Stirpes” and “Per Capita”
Learn the difference between "per stirpes" and "per capita" to ensure your assets are distributed according to your wishes, whether by family branch or by individual.
What Happens to Life Insurance After a Spouse Passes Away?
Understand what happens to life insurance after a spouse passes away, including how to file a claim, the tax implications, and what the surviving spouse should do.
How to Prioritize Debt Repayment After the Death of a Spouse
Learn how to prioritize debt repayment after the death of a spouse, including steps to take, managing joint debts, and protecting your financial future.
How to Handle Investment Accounts After a Spouse’s Death
Learn how to handle investment accounts after a spouse’s death, including the necessary steps to transfer assets, deal with taxes, and ensure a smooth transition.
Faith-Based Philanthropy: How Planned Giving Can Support Your Religious Values and Legacy
Discover how faith-based planned giving can align with your religious values, create a lasting legacy, and support your faith community for generations to come.
7 Things to Know About a Letter of Intent for Planned Giving
A letter of intent for planned giving communicates your charitable gift intentions, ensuring your legacy is honored and helping nonprofits plan for the future.