Couples Making Estate Plans Couples making estate plans frequently ask some common questions regarding taxation of inheritance. In particular, what is the “best” way to name beneficiaries on life insurance and retirement accounts? And how does this action affect what … Continue Reading →
Pat Renn (he/him) is the founder and president of The Renn Wealth Management Group and has more than 35 years of experience in the financial services industry. He is a member at the Cathedral of St. Philip where he has previously served as junior warden and endowment chair; he has also served as board member and endowment chair of Holy Innocents' Episcopal School.Learn more about the ECF Board of Directors.
How Does Planned Giving Benefit Me?
Fighting Against Insecurity At first blush, it may seem strange to ask how giving away money might benefit the giver. There are, of course, many references to the spiritual benefits of this activity mentioned throughout Scripture. Also, there is scientific … Continue Reading →