Giving in Retirement

Published On: 11/30/2018

Giving In RetirementWhile all age groups provide charitable giving of time and money, the Baby Boomer retirees will provide a surge of giving deemed as the “Longevity Bonus”. The combination of Baby Boomers entering retirement and increased longevity will shower both time and money onto many charitable endeavors for some time.

Giving both money and time to a cause often creates a better retirement experience. Combining advice from both financial planners and estate planning attorneys will help retirees understand the limits and consequences of charitable giving as it pertains to long term goals.

Some opportunities include using a charitable gift annuity, a charitable trust or setting up private foundations. These solutions are complex and will require legal, financial planning and tax assistance to set up and maintain. To explore these options in charitable planning, schedule a consultation with Stouffer Legal at 443-470-3599.

To learn more or get started on your estate plan, just schedule a time to visit us for a no obligation complimentary consultation.

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Britt Stouffer

Britt L. Stouffer is a Maryland attorney experienced in Estates, Trusts, and Elder Law. With over 10 years of experience in Estates and Trusts, she has learned to appreciate how unique each client truly is. On a typical day, you will find her working on Wills, Revocable Living Trusts, Powers of Attorney, Advance Medical Directives, Tax Planning cases, Estate Administration filings, Petitions for Guardianships, Special Needs Planning, and Asset Protection.

658 Kenilworth Dr., Ste. 203, Towson, MD 21204

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