Tag: estate planning

Every Christmas when I was a kid, Grandpa Paulie would give me a $50 EE savings bond. These pink slips of paper weren’t nearly as exciting as the new Barbie outfits and Nancy Drew books I unwrapped. Some (many) years later, however, the 4%-plus rates on those long-neglected pink papers have greater appeal.

Your legacy matters. It reflects your values and tells your story for generations to come. How can you ensure your impact lasts beyond your lifetime? Include charity in your estate plans and support the causes, organizations or our community for the long term. Crafting a plan can be rewarding and fulfilling. The Community Foundation can […]

Jon and Becky Stellmacher say making their favorite charitable causes part of their estate planning through the Community Foundation has always been their intention, so that’s what they did as they updated the necessary documents over the past year. Describing the provisions they have made for their charitable family endowment fund – the Becky and […]