When you head to the grocery store, it is always best to have a list. Lists help us remember the most important items, consider options, and generally lead to better financial decisions.
When you think about the important people in your life, have you written a list to take care of them? How about the charities you admire? Don’t worry if you haven’t—it’s easier than you think!
There is a tremendous peace of mind that comes with planning and—if the possibility of significant tax savings appeals to you—Meals on Wheels OC has already done most of the work for you. We make it easy. Just like a store, we have shelves of ideas, such as IRA rollovers, beneficiary designations, bequests and more. All are designed to help you provide for your family and achieve your philanthropic goals.
We can even send you our complimentary estate planning guide. Our guide and ideas all come with no cost to you. Download yours today!