Through our network of professional advisors, we are able to provide you with related articles that may help guide you in preparing for your financial future.
Planning for the Future
Preparing now for the future through thoughtful disbursements designed to benefit not only your heirs, but your favorite charities as well, takes careful planning, but the benefits can be enormous.
Some years ago, the great Dodger shortstop Maury Wills gave an interview after breaking the major league record for stolen bases. The commentator asked Wills if he felt lucky. The shortstop replied yes, but defined luck as:
"...when preparation meets opportunity."
Below are several planned giving articles that may be of interest to you.
• Exploring the Benefits of Planned Gifts
By Maria Mas Blet, CTFA, Senior vice President and
Philanthropic Consultant, Wachovia Nonprofit and Philanthropic Services
• Making a Difference –Using Life Insurance to Provide a Large Charitable Donation
By Steven Weinkle, Agent, New York Life Insurance Co.
• An Audit of a Different Kind
By Iris J. Roth, CFP, LU, ChFC, AEP, RFG
• Minimizing the Inherited Income Tax
Proper Planning Can Reduce the Impact of Deferred Income
By Gerald L. Mayerhoff, CPA/PFS, Mallah, Furman and Company P.A., Miami
• A Charitable Remainder Trust Benefits You and Others
by Grace Allison, vice president and tax counsel, Northern Trust Company
Our team of financial and philanthropic professionals can help you arrange a variety of plans to meet your objectives. For more information please contact Christopher M. Kraus, vice president and gift planning officer, at 786-596-6776.
Please use our planned giving calculator to give you an estimate of the potential benefit you might derive from your gift.