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Editor’s Note: This article was co-authored with Lindsey Weeks, Retirement Plan Service Manager
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Editor’s Note: This article was co-authored with D.L. Thomas.
No one thought 2020 would be like this: a global health crisis, an economic contraction and millions of Americans out of work. The rest of us, now bound to our homes, are unable to live our lives as we normally would, while essential workers are risking their lives to keep us all safe. Then, before we get to the light at the end of the tunnel, civil unrest swept across our nation.
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Historically, charitable planning has involved strategies like a charitable remainder trust or perhaps the establishment of a private foundation.