04/22/2026
Happy Earth Day - Plant seeds for the future 🌱
Creating an estate plan that honors your wishes, ensures your legacy grows for generations to come. How can one do this with keeping the Earth in mind?
Here are a few ways you can decide how to you want to give to your favorite charity with your Estate Plan.
🌟Fixed gift – a specific dollar amount
🌟Percentage gift – a portion of your estate
🌟Specific asset – real estate, stocks, or other property
🌟Residual gift – what remains after other distributions
These are all forms of a charitable bequest, which is one of the most common planned giving strategies. If you'd like to include a charitable bequest in your estate plan, contact us to discuss your options!