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Charitable Gift Annuities in Estate Planning

Charitable Gift Annuities in Estate Planning

Posted by By Felicia Harris March 10, 2025Posted inFinancial News, Financial Reports
A charitable gift annuity (CGA) is an irrevocable planned giving arrangement in which up to two annuitants, generally the donor and their spouse, receive a regular payment for life based…
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The Power of a Power of Attorney

The Power of a Power of Attorney

Posted by By Felicia Harris January 27, 2025Posted inFinancial News, Financial Reports, HR Corner
No one likes to think about having someone else act on their behalf, but there may come a time when, due to illness or other incapacity, you cannot act for…
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What Estate Assets are Protected From Creditors?

What Estate Assets are Protected From Creditors?

Posted by By Felicia Harris December 6, 2024Posted inFinancial News, Financial Reports
The executors are settling an estate — but the decedent owes money. What can the creditors take and what is reserved for the inheritors? There is no easy answer, and…
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