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Planned Giving

powerof attorney

Power of Attorney – When and How to Talk to Your Aging Parents about it

As parents or relatives age, balancing respect for their autonomy and independence against the potential consequences of their mental or physical health decline can be challenging. A power of attorney (POA) is one way to ensure that your loved one’s wishes will be prioritized. In a nationwide survey, 90% of people said they knew they …

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giving

The Power of Planned Giving – Creating a Legacy that Matters

If you’ve ever donated to a non-profit before, you’ve realized that every donation matters – big or small. However, there are more ways to make a difference than just a one-time, monthly, or even yearly donation to your favorite organization.   Planned Giving, also known as legacy giving, deferred giving, or estate giving is a powerful …

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