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Leave a Legacy

Make Your Charitable Giving Count

Charitable support is not just for millionaires. Everyone can be a philanthropist (meaning a person who seeks to help others, especially through the generous donation of money). Philanthropy is about a person’s attitude toward giving. It involves both passion and planning. Giving money ...

Important Medical And Financial Choices

Don’t forget -- there are more aspects to estate planning than just signing a will. Medical, current financial, and other decisions play an important role also. The differences between the similar sounding living will and living Trust often cause confusion. The first is for medical ...

Making A Difference In The World

Jane Goodall said, “What you do makes a difference, and you have to decide what kind of difference you want to make.” A gift from your estate to charity can be one way you make a difference in the world, and leave a legacy of caring. A professional adviser can help you to determine ...

Make a Difference In The Lives That Follow

Every day, friends and neighbors are able to turn to non-profit organizations for needed support and services. We rely on a variety of organizations to cure diseases, feed the hungry, educate our children, nurture our faith, present the arts, preserve our history, train our doctors, and ...

The Basics of Making Your Will

Based on West Virginia law, a properly drawn Last Will and Testament assures that a person’s plans for the assets they have accumulated over their lifetime will be carried out and should simplify the administration of a deceased person’s estate. Many people avoid thinking about it, ...

Beneficiary Designations Are Important

As part of your overall estate plan, it is important to evaluate the accounts and assets that will benefit others through beneficiary designations. Consulting with your financial advisor about the use of such funds can lead to less income taxes being owed by your estate. Even though the ...

Planned Giving Through the Community Foundation For The Ohio Valley

Individuals who are considering charitable giving through their estate plan may want to consider the Community Foundation for the Ohio Valley (CFOV). CFOV can help donors realize their charitable goals, achieve tax advantages and leave a growing legacy for generations to come. This is ...

When Trusts Make Sense

Historians can tell you that the concept of holding property and other assets “in trust” started in the 12th and 13th centuries when nobles went off to fight in the Crusades. In their absence, they turned over their property to a trustee for beneficial handling. Trusts can play an ...

Ten Untrue Things People Believe About Wills

1. Only rich people need to have wills prepared. UNTRUE. If you have any assets at all, a will is needed. No matter how large or small your estate or whether you have few or no heirs, your will protects your legal right to distribute the assets appropriately. 2. The inheritance laws are ...