Estate, Trust & Wealth Preservation

Publications & Media

“Hope Is Not a Strategy”

NAYDO.org By Kirk A. Hoopingarner

Below is an excerpt:

The results of much financial research predict that in the next 40 years there will be an intergenerational transfer of wealth of trillions of dollars. There is no reason why your YMCA cannot participate in this transfer of wealth. But simply hoping that your donors remember you in their wills and related estate planning documents may not be enough to ensure that you are part of their transfer of wealth.

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