Giving
The recent coronavirus crisis and wild market roller coaster may have caused you to scale back or halt your donation plans for your favorite charities. While this is understandable, there…
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As we reviewed recently, updating or completing an estate plan is something we do not like to think about but need to get done. Action steps include: While you are…
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Let’s face it, there are things that we do not want to think about now or ever, but you and I know these things must get done. My friends, let’s…
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A Guide to Planned Giving In the new year, you may be working on getting your finances in order, going through paperwork, or making changes to your will. These are…
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Disclaimer: This guide is for informational purposes only. Always consult your tax, legal, or accounting advisors before engaging in any transaction. Have CICOA’s services positively impacted your life or the…
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