Will you live to see your 100th birthday? it’s understandable why one of the top retirement anxieties Americans face is the fear of running out of money in retirement,
They want to donate to charities to create a legacy. The problem is, once you give away a large portion of your estate, it’s permanent.
You don’t have to look far for general retirement advice. Unfortunately, a lot of that advice can be contradictory or overwhelming.
The stock market can be a beast sometimes, and make you want to either put your head in the sand or obsessively watch every move.
Many people want to give to charity and create a legacy of generosity but feel limited by their options. They think that as soon as they give their money away, they lose control of it. No one wants to donate a large chunk of cash to an organization that changes its values or services down the road. Is there a way to have your cake and eat it too? In other words, can you give in a way that will benefit all parties and let you retain some control?
I have had the privilege of working with many clients who have reached a point in their lives where they have invested their money and done well with it, been able to enjoy their preferred lifestyle, and have blessed their children financially. But they want to go further. They want to donate to charities to create a legacy and find self-fulfillment. The problem is, once you give away a large portion of your estate, it’s permanent. Many people are afraid to take the plunge even if they have noble charitable intentions. Is there a way around this?
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