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Howard Marchbanks Posts

Howard Marchbanks

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Howard Marchbanks

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Life Insurance and Planned Giving

  • by Howard Marchbanks, Howard Marchbanks
As part of a planned giving tool, life insurance can allow people to provide financial support for the charities or institutions they are passionate about.

Debt—A Blessing or a Curse?

by Howard Marchbanks

Time to Get Estate Documents: Planned Giving

by Howard Marchbanks

Using a Charitable Lead or Remainder Trust in Your Estate Planning

  • by Howard Marchbanks
Many people want to incorporate charitable giving into their estate plan. For them, a charitable trust may be an effective way to achieve their goals including: to give money to charity, to provide a limited economic benefit to themselves or their heirs, and to potentially receive savings in income, estate or gift taxes.

Gifts of Stock and Mutual Funds

  • by Howard Marchbanks
In mid-February, stock index reached a record high. Those with stock, bond and mutual fund accounts may be seeing values never seen.