Learn how to designate beneficiaries for non-probate assets to streamline the transfer of your estate and avoid probate. This guide covers everything from understanding beneficiaries to updating designations.
Discover the 10 key reasons to have a will and why it’s essential for your family’s future. Learn how a will can provide peace of mind, reduce stress, and ensure your wishes are honored.
End-of-life planning is crucial for ensuring your wishes are honored and easing the burden on loved ones. Discover 12 essential documents to consider in this comprehensive guide.
Discover the pros and cons of using a will template for your last will and testament. Learn about the legality, types, features, and when to consult an estate attorney.
Nonprofits are leaving billions on the table—not because donors aren’t willing, but because fundraisers are too afraid to ask for real estate. Myths, fear, and ignorance have paralyzed the sector. Meanwhile, $35 trillion in property is changing hands over the next two decades. Still think bake sales will cut it? Like Willie Sutton said about robbing banks: “Because that’s where the money is.” Real estate is where the money is. The smart fundraisers already know it. Do you?
Most legacy societies fail quietly—created with enthusiasm, then forgotten. This guide breaks that cycle with a proven roadmap to build or revive a legacy society that truly works. You’ll learn how to choose a name that resonates, attract founding members, keep them engaged, and most importantly—sell through stories, not just tell them. Whether you’re starting from scratch or dusting off an old initiative, this is your actionable playbook for legacy giving that inspires and endures.
Learn the definition of per stirpes and discover how to name beneficiaries per stirpes in a will. This comprehensive guide provides clarity on estate planning and ensures your assets are distributed according to your wishes.
Learn how donating stock to charity can maximize your impact and tax benefits. Discover the advantages, methods, and step-by-step processes in this comprehensive guide.
Learn how to designate a beneficiary for a life insurance policy to ensure your loved ones receive the financial support they need promptly and efficiently.
Explore the differences between revocable and irrevocable trusts for your estate planning needs.
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