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Giving to a charity is easy, so they say. You write a check and send it off to your favorite 501(c)(3) organization. Come tax time, if you itemize, you may be able to deduct the amount (often up to 60%) of your adjusted gross income for cash gifts to qualified charities (though limits can be lower depending on the type of contribution and recipient).

You’re probably familiar with the saying, "If you give a man a fish, you feed him for a day; but if you teach a man to fish, you feed him for a lifetime." This is how you should approach leaving a legacy for your grandchildren.

Estate planning is a crucial topic for families, yet it’s often avoided due to its sensitive nature. Discussing finances, wealth transfer, and inheritance can be uncomfortable, but it’s essential for ensuring that a family’s financial future is secure. Families can feel more prepared and confident by approaching the conversation thoughtfully and with the right mindset. This guide offers actionable steps to make estate planning discussions smoother and more productive.