You never see a hearse dragging a U-Haul! That’s why it’s important to plan ahead to support the people and organizations that you care about in a manner that would make you proud.
A good estate plan manages your present needs while anticipating the future. By making your intentions clear, you make life easier for your heirs while maximizing the impact of your legacy. Distributions made directly from an IRA to ABLE may avoid taxes that would otherwise be incurred.
Please consider supporting ABLE in your future estate plans. We would love to share our story with you over a cup of coffee!
For more information regarding estate planning, please contact Cheryl Orgas at (414) 286-3026.
“You cannot do a kindness too soon, for you never know how soon it will be too late.” ― Ralph Waldo Emerson