ABOUT THIS EPISODE
The benefits and flexibility of a Donor Advised Fund might be an option right for you.
There is a growing interest in Donor Advised Funds, but there might still be some people who are concerned about creating one or don’t know enough about them to make an informed decision. This month’s blog is designed to help you understand and evaluate this option.
English
United States
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OTHER EPISODES IN THIS PODCAST
Creating TODs and PODs can be an easy step in your overall estate plan, but there are some cautions as well as benefits. Listen to Attorney Andy Falkowski share some great information regarding these options.
A favorite stock and a gift for charity. Learn how you can "swap" these to make a greater gift to charity, receive a tax benefit and provide a future benefit for yourself.
A will is the central part of an estate plan, but there is much more. Two of the other important documents are Powers of Attorney – one for medical and one for financial.Join Paul as he goes in-depth on these two very important documents with Attorney Andy Falkowski.
Crystal Perez, our KML Marketing Director, shares some exciting updates regarding current and future efforts to promote KML and the KML Foundation.
Disclaimer: The podcast and artwork embedded on this page are from Crystal , which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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