Category: estate planning

A Primer for Estate Planning

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

Posted in estate planning, retirement

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