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Creating a gifting strategy to donate assets to non-profits or causes that are meaningful is a standard part of many financial plans – not just estate plans. Giving can begin at any age and is often a family activity.
Just as donating assets to charities while living can be gratifying to the donor and can put funds to work immediately, creating a gifting strategy that transfers assets to family and other people has similar benefits.
There are some things to think through, but a living inheritance may simplify estate planning and help you understand what your loved ones need and value – and how you can best help.
Life expectancy is longer now, and healthcare costs in the last decades of life can be costly. You want to be sure... ...
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