Helping Your Parents Manage Financial Tasks

How can you make things easier on them later in life? Worldwide, the number of people aged 60 and older is growing. By 2050, this demographic will be more than twice as large as it

The Importance of TOD & JTWROS Designations

A convenient move that could ward off probate on your accounts. TOD, JTWROS – what do these obscure acronyms signify? They are shorthand for transfer on death and joint tenancy with right of survivorship –

The Benefits of Donating Appreciated Stock

In Matthew 6:20 Jesus encourages us to “…lay up for yourselves treasures in heaven…”  One of the most basic ways that we can apply this teaching is to give generously of our financial resources to

Establish Your Gospel Legacy

Make an eternal impact by naming your church or other ministry in your will or estate plan! An important part of our Christian heritage in America is that we are provided opportunities for making gifts to charitable

TOD or Living Trust?

A look at two basic methods for shielding assets from probate.   How do you keep assets out of probate? If that estate planning question is on your mind, you should know that there are