Larrinaga Wealth Solutions Team
Mar 21, 2025 | Janet Engels and Tylar Lunke
Listen here (approximately 15 minutes).
Analysis
Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations you support.
Do you have a trusted contact person on file with your financial advisor? Establishing and setting one up is quick and easy. Read the current Investor’s Edge newsletter.
Drawing up a clear estate plan can ensure your property is distributed in a way that suits both you and your family’s best interests.