Estate & Giving Living life and facing death can be liberating – and it doesn’t have to be hard. Depending on the source, about half of Americans know they should have a will but don’t. And a National Library of Medicine study found that in 2017 only a third of us had completed end-of-life forms that outline our wishes for comfort and care during that final … [Read more...] about Sordillo: Make your files findable when you leave them to your heirs
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Sordillo: Charitably minded investors can satisfy RMDs with QCDs
Estate & Giving Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability. Helping others when you’re gone is a noble and rewarding aspiration. But think how much more rewarding it could be, both personally and charitably, to help others while you’re still here. Giving during … [Read more...] about Sordillo: Charitably minded investors can satisfy RMDs with QCDs