Keener Financial Planning

Keener Financial Planning is a Fee only Certified Financial Planner in Dallas, Ft. Worth, and Keller, TX. Call us to schedule today at (817) 993-0401.

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Charitable Giving as Part of Your Estate Plan

November 3, 2009 By Jean Keener, CFP, CRPC

As the holidays approach, it’s a good time to consider charitable giving as a potential part of your estate plan.  Giving provides a sense of personal satisfaction, and it can be beneficial from a financial planning perspective.   If you’re one of the 2% of Americans currently subject to the … [Read more...]

Filed Under: Estate Planning, News, Your Finances Tagged With: charitable giving, Charitable Lead Trust, charitable remainder trust, CLT, CRT, estate planning

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Keller, TX 76248

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