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roadmap to RETIREMENT
Alex Neri
67 episodes
6 days ago
roadmap to RETIREMENT
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Management
Business
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roadmap to RETIREMENT
Show more...
Management
Business
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EP 54 Charitable Giving w Hannah Cannon
roadmap to RETIREMENT
23 minutes 58 seconds
6 months ago
EP 54 Charitable Giving w Hannah Cannon
On this episode of 'Roadmap to Retirement' I am joined by Hannah Cannon, an associate in the Trust and Estates department at Woods Oviatt Gilman. We discuss various aspects of estate planning with a specific focus on what to do if you don't have an obvious beneficiary. The conversation covers options like charitable donations, setting up scholarship funds, 529 accounts for educational purposes, and the intricacies of gift taxes. Hannah and I also delve into the complexities of long-term care planning and the importance of having a power of attorney. The episode aims to provide insights into effective estate planning and maximizing the benefits for both individuals and charitable organizations.

 

 
roadmap to RETIREMENT
roadmap to RETIREMENT