Estate Planning Awareness Week 2023
Are We in Your Will? Please Tell Us! A Gift Planner’s Case for Notifying Charities Included in Your Estate Plan
Stacey L. McKinley, Esq.
Director, Gift Planning
Cleveland Clinic
National Estate Planning Awareness Week is the third week of October. Equipping clients with the necessary information is crucial for success. A more precise understanding of when to notify charities of your clients' intentions helps you and your clients select the path that is best suited for their needs.
Topics: Estate Planning