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Estate Planning – where to start, and why

Estate Planning – where to start, and why

“Because I said so.” We’ve likely all heard it or said it in response to the question “why?” But it’s not a particularly motivating reason to do something. Perhaps that’s why more than half of people do not have a will or other estate planning documents in place. . . they hear that they should,…

‘Hide and Seek’ — not a game for important documents

‘Hide and Seek’ — not a game for important documents

Estate and financial planning documents and healthcare directives are of little use if those you have authorized to make decisions on your behalf are unable to locate these important documents or gain access to your digital accounts. Give consideration to who should have access to these documents and be made aware of their location. Will:…

A Tax-Free Gift with Your IRA Rollover

A Tax-Free Gift with Your IRA Rollover

Are your required minimum IRA withdrawals greater than you need, or care to receive? Would you like to reduce the taxable income from your IRA? The IRA charitable rollover (also known as a Qualified Charitable Distribution or QCD) is a terrific way to make a tax-free gift to Boys Ranch. Your gift from your IRA…

Charlotte Breeding: Giving children a better life

Charlotte Breeding: Giving children a better life

“I went to the Boys Ranch Rodeo last year and enjoyed it so much,” she explained. “Those little children, clear up to the older children, even the ones who had graduated, came and ate lunch with us and told us their journeys through Boys Ranch. I thought, ‘Oh my, this is a wonderful place to…

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79101 - 3228

75-0808768

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