Donate
Discover three excellent ways to give back and make a difference by utilizing your Individual Retirement Account (IRA). These strategies allow you to maximize your philanthropy while also potentially enjoying tax benefits.
As we approach the year’s end, take note of important deadlines; your potential to make a difference in the lives of our mountain communities remains significant, with the added advantage of a possible tax break when you itemize deductions.
You know a will is vital when it comes to distributing your assets to the people and causes you care about, but did you know that creating one has personal benefits?
If you are among the majority of Americans who haven’t yet started the estate planning process, now is the time. Your family members and heirs will be glad you did.
The act of giving through your estate plan involves reflection and forethought. It also warrants a conversation.