Age, illness, or injury can affect our ability to handle our finances. It’s a difficult subject to think about, and it can be even harder to discuss with loved ones. But having a plan in place is essential to protect your financial wellbeing and future.
Wills and trusts are common documents used in estate planning. While each can help in the distribution of assets at death, there are important differences between the two.
The charitable deduction allows you to deduct the value of property you give to charity from your estate and may reduce any federal gift and estate tax that may be owed. Charitable gifting allows you to satisfy your personal philanthropic desires and fulfill your estate planning objectives.
We’ve asked our incredible staff to nominate their favorite 501-(c)(3)-designated organizations. Here are the eight groups we’ve selected for December:
As we celebrate our 80th anniversary, we’re building a more sustainable community for the next 80 years by doing 80 local acts that have a global impact.
SESLOC was recently awarded a “Diamond Level” award in the 2022 SLO County Family-Friendly Workplaces by the San Luis Obispo Chamber of Commerce.
We’ve asked our incredible staff to nominate their favorite 501-(c)(3)-designated organizations. Here are the eight groups we’ve selected for November:
As we celebrate our 80th anniversary, we’re building a more sustainable community for the next 80 years by doing 80 local acts that have a global impact.
