Help For An Aging Family Member Using Charitable Tools
Submitted by American Endowment Foundation on June 24th, 2019By Johnne D. Syverson, Guest Columnist, Syverson Strege & Co
Have you ever had a client whose aging relative could use some financial assistance to help pay for their care, but did not feel good about dumping a large lump sum on them with no tax benefits in sight? Here is an idea that has helped a few of our clients in that situation.