Planned Giving Archives | Heritage Foundation of Williamson County, TN

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The SECURE Act was signed into law December 19, 2019, and impacted many aspects of retirement saving. Some of the [...]

August 22nd, 2023

We believe a family mission statement – and a strategic plan to implement that mission – allows a family to [...]

July 25th, 2023

What Will Your Legacy Be? Once that final breath is taken, the legacy that one leaves begins to become known [...]

April 17th, 2023

Charitable Remainder Trusts vs. Charitable Leads Trust Charitable trusts are popular tool used in estate planning that allow you to [...]

February 14th, 2023

Five Key Reasons to Review Your Estate Plan Your estate plan can be one you planned and put together [...]

November 29th, 2022

Are you charitably inclined and fortunate enough to not need distributions from your IRA? Have you considered meeting your required [...]

October 7th, 2022

Providing for a cause that is close to your heart can be very fulfilling. Giving back to the community by [...]

August 3rd, 2022