Estate planning can entail difficult choices, but once your plan is in place, it provides a sense of relief and peace of mind. You’ll know that you have done your best to plan and provide for yourself and for loved ones, as well as for the causes you’ve cared about during your lifetime.
It’s really never too early—or too late—to do retirement planning. With this in mind, Wheaton offers the following list of basic points to consider.
Learn about the different gift vehicles that allow you to give back to Wheaton. The right gift for you may be through your estate, it may minimize estate and capital gains taxes, and provide sizable income tax deductions, or perhaps it is a gift that generates income for yourself and your family.
Learn which assets are most commonly used to fund a gift to Wheaton, and their benefits. There are more tax benefits in non-cash giving then perhaps you realize.