Sabine FrancoJun 15, 20226 min3 Ways You Can Benefit From Incorporating Charitable Donations In Your Legacy PlanYou are probably already aware of the tax benefits from donating to charity during your lifetime—donations to charity are tax-deductible....
Sabine FrancoJun 15, 20222 min How does administration of a will work?This is a great question because many people are unaware of how the process actually works, and it’s not as simple as you may think. So,...
Sabine FrancoJun 15, 20226 minPlanning Your Legacy 101: Wills vs. TrustsWhen it comes to legacy planning, wills and trusts are two of the most commonly used legacy planning tools, and are usually the...
Sabine FrancoJun 15, 20222 minCan I leave my 401(k) to my minor children when I die?Although you are technically allowed to name a minor child as the beneficiary of your 401(k), IRA, or other employment-sponsored...