Giving the charitable gift of a lifetime

Often when you hear a person asked what they want to do are asked about what they would do with lottery winnings, he or she mentions giving to a charity, school or hospital that is important to them.

When asked about retirement and estate planning, however, the same person may be reluctant to commit to a sizeable donation while balancing a retirement budget and an estate plan that leaves something for their families.

How to choose an executor of your estate

When drafting your will, who the executor of your estate will be is as big a decision as who your beneficiaries will be. The role of the executor is to look after all aspects of your estate and may be involved in everything from organizing a funeral  to informing beneficiaries, protecting the estate’s assets and distributing them to fulfill your tax obligations and carry out the provisions of your will.

Be clear in your will