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Tag: boomers

 Category Planned Giving Commentary, Uncategorized

Time to get your planned giving act together!

jgudema
March 15, 2018
Baby boomers getting older…. The wealth transfer is coming…. Blah, blah, blah.  The same old,...
 Tags baby boomers, boomers, estate tax, tax, Trump, Wealth Transfer
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Planned Giving Advisors

We designed our planned giving service to be comprehensive (covering legal, marketing, coaching, etc…) and cost effective. Our goal and methods are simple: we enable nonprofit staff to create a strategic approach to their unique circumstances, coach you through the challenges in implementing your program, and are always ready to get directly involved in helping you close a planned gift.

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  • Power of Attorney Issues Dementia Stroke Alternative POAs November 4, 2025
  • Revocable Living Trusts vs. Wills and Powers of Attorney: A Comprehensive Overview August 14, 2024
  • Cautionary tale – Do you need to update a Power of Attorney when you change state of residence? May 14, 2024
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