In this Financial Quick Hits, Kevin McDermott concludes his series on estate planning. This week Kevin talks about Donor Advised Funds. This is a very effective way to make charitable donations. Watch to learn more. Financial Quick Hits is sponsored ...
In this Financial Quick Hits, Kevin McDermott continues his series on estate planning. This week Kevin tackles the topic of Charitable Remainder Trusts. A CRT enables you to give money both to a beneficiary and a cause you care about. ...
In this Financial Quick Hits, Kevin McDermott continues his series on estate planning. This week Kevin talks about creating an “All-Knowing” file, which is a place where all of the essential information is kept in case something happens unexpectedly. Watch ...
In this Financial Quick Hits, Kevin McDermott continues his series on estate planning. He explains what a fiduciary is and what they do. Kevin also talks about the different types of fiduciaries in an estate plan. Financial Quick Hits is ...