How to Maximize the Impact of Your Charitable Giving
Consider your values and the areas you want to focus your charitable contributions Research the organizations you’re considering through reputable vetting sources (listed below) Consider the best methods to donate including direct donations [...]
Set Reminder to Review your Will
Using a reminder app or a digital calendar, set a reminder to review your will and/or trust at least once a year. If there is any significant change like one of the life [...]
Understanding Wills & Trusts
Both Wills and trusts are legal contracts that help to determine what happens after you die. Most people need a will. You may need a will and a trust. Wills are essential if you [...]
in Boulder and San Diego.