Family gifting
Giving wisely benefits the recipient and the giver.
Some key details to consider when facing the death of a relative
When a loved one dies, the details that need to be taken care of can be rather overwhelming during such an emotional time. This checklist is intended to remind you of some of the details that may need to be attended to, both at the time of death and afterward. The list is not a full road map, is not meant to be used as legal advice nor should it be used as a substitute for meeting with licensed professionals. However, it will provide you with tips that hopefully make things easier in the weeks and months ahead.
Giving wisely benefits the recipient and the giver.
It may be the most important thing you do with your inheritance.
Engaging the next generation in philanthropic activities.