A Primer for Estate Planning Things to check and double-check before you leave this world. Provided by Michael Fassi CLU, ChFC Estate planning is a task that people tend to put off, as any discussion of “the end” tends…
Category: estate planning
Have You Considered Charitable Gifting
Have you considered Charitable Gifting? Could it make the world a better place? Could it make sense financially? Provided by Michael Fassi CLU, ChFC A gift to charity may prove to be a great financial favor to you. Some charitable…
Posted in charity, estate planning
Coping With an Inheritance
Coping With an Inheritance A windfall from a loved one can be both rewarding and complicated. Provided by Michael Fassi Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member…
Posted in estate planning, Finance
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