How to Give
Did you know that the beneficiaries named on a retirement plan or life insurance policy determine who will receive these funds, even if they are designated differently in your will? Did you also know that funds remaining in your IRA may be subject to multiple taxes if left to your estate?
If you are considering including a gift for Kellenberg Memorial High School in your will, we have a simple solution. Name Kellenberg Memorial High School as a beneficiary or partial beneficiary of your retirement plan and leave other less-taxed assets to your family.
© Planned Giving Marketing. This document is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.