“The Legacy Digest” 2Q 2023 – Creating Your Legacy After Death

May 31, 2023

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Past Newsletters

Legacy Digest 3Q 2025 – 30 Years in the Making | October 13, 2025
Turning Loss into Legacy – Issue 11 | June 12, 2025
Assisting Communities Through Charitable Giving – Issue 10 | March 28, 2025
What Makes Stablish Unique? Q42024 Issue 9 | December 10, 2024
The Tax Benefits of “Bundling” Using a Donor Advised Fund | September 9, 2024
The Use of a Statement of Charitable Intent In a Donor Advised Fund | June 3, 2024
Funding Scholarships Through a Donor Advised Fund | March 1, 2024
Use of a Charitable Lead Trust (CLT) | November 30, 2023
Use of Charitable Remainder TrustVersus Donor Advised Funds | September 12, 2023
“The Legacy Digest” 2Q 2023 – Creating Your Legacy After Death | May 31, 2023