What Do I Need to Know About the SECURE Act?
Article Type: Ask a Planner
Q: What do I need to know about the SECURE Act?
A: The SECURE Act legislation, intended to facilitate and enhance retirement savings, went into effect January 1.
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Digital Assets, Avoiding Probate and Living Wills
Article Type: Ask a Planner
Q. Should I have my will updated by my attorney if it doesn’t mention digital assets?
A. Yes, it would be a good idea to update your will if it doesn’t mention digital assets.
Timing of Year-End Gifts
Article Type: Ask a Planner
Q. What’s my deadline for year-end giving?
A. The specific gifts vary according to what you plan to give.
Can I Give My Stock to My Church?
Article Type: Ask a Planner
Q. Can I give my stock to my church?
A. If you have stock you’ve owned for at least a year, and it has increased in value, this is much more cost effective than giving cash.
Gifts From Your IRA
Article Type: Ask a Planner
Q: Should I give to my church from my IRA?
A: If you are 70 ½ or older, the now-permanent IRA charitable rollover is a smart and powerful way to give to your local church.
Giving Options for Life Income Arrangements
Article Type: Ask a Planner
Q: What kinds of gifts can I give in exchange for life income payments?
A. Surprisingly, there a variety gifts you can give in exchange for payments for life – everything from cash, publicly traded appreciated stock, real estate that has grown in value, farm machinery that is paid for and depreciated, and commodities such as grains, fruits or even livestock.
Gifts That Pay Income
Article Type: Ask a Planner
Q. I’ve heard there are ways I can give to ministry and receive income for life. Is that true?
A. Yes! Through a life income gift, such as a charitable gift annuity or a charitable remainder trust, you can support the important work of your church or favorite ministry AND receive payments for life.
Choosing an Executor for Your Will
Article Type: Ask a Planner
Q. What are my options for an executor of my will or a trustee of my trust?
A. You have a variety of options when it comes to making this important decision.
Do I Really Need a Will?
Article Type: Ask a Planner
Q. Do I really need a will?
A. For many Christians, a will is an expression of their belief that God owns everything and wants us to manage the resources entrusted to us.
Should I Give My Stock to Charity?
Article Type: Ask a Planner
Q. Should I give my stock to charity?
A. If you have stock that you’ve owned for at least a year and it has increased in value, this is much more cost effective than giving cash. You’ll receive a tax deduction for the fair market value and avoid paying capital gains.