Estate Planning

A donor advised fund can play an integral role in the estate planning process. The following articles and resources can help. Contact us or call at 1-888-966-8170 with any further questions.

^{Note: The information provided herein is for informational purposes only and should not be interpreted to constitute legal and/or tax advice. Donors should consult their legal and tax advisors regarding their specific situations.}

Whitepapers, Ebooks & Articles

  Your Estate Planning Organizer
  "Keep the Cash: Non-cash Asset Donations Can Provide Big 'Bank' for the Buck" - CRAIN'S Cleveland Business , November 9, 2015

Additional Insights

 Estate Planning for Individuals
 How to Build your Financial Practice Through Estate Planning
 How to Build a Relationship to your Client’s Heirs
 Generational Wealth Transfer: Helping Your Clients Prepare
 Keeping the Next of Kin as a Client