Mar 21, 2025 | Janet Engels and Tylar Lunke
Listen here (approximately 15 minutes).
Analysis
Despite generational differences, the obstacles donors face around giving are largely the same.
Turbulent markets often lead people to worry about their financial security, so it’s important to gut-check your emotions and remain calm and disciplined in your approach to investing.
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.