Retirement & Planned Giving Options
It’s never too soon to think about the difference one can make in their community, the world and in the lives of loved ones both now and in the future. Your philanthropic goals could include supporting favorite organizations during their lifetime and beyond or securing a legacy that last beyond your lifetime. Learn about the many options when considering retirement gifting and planning giving
By: Mickey O. Smith, Senior Financial Advisor at Merrill Lynch
October 27, 2021