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July 3, 2017

5 Easiest Ways to Update Your Estate Plan to Incorporate Charitable Giving

Incorporating charitable giving into your estate plan is a meaningful way to leave a lasting impact while ensuring your legacy aligns with your values. Here are five simple yet effective ways to update your estate plan to include charitable contributions. Update beneficiary designations for retirement plans and life insurance. Update estate planning documents (Will, Revocable Living Trust) to provide for a charity through a specific bequest of a certain amount, a percentage of the residuary, or a contingent beneficiary. Commit to a