News Category: Estate Planning
Bequest Gifts: All Shapes and Sizes
Creating a will is essential to securing your legacy and your family’s future. A gift by will, otherwise known as a bequest, can be any shape and any size. What…
Some Peace of Mind – Engineering Your Estate Plan in Eight Steps
The idea of estate planning can seem overwhelming, but much like the engineering design process, a structured approach can make it more manageable and effective. Just as engineers and technologists…
A Legacy of Engineering Education That Will Continue Far Into the Future
Dr. Sarah Rajala commits to a legacy gift in her estate plans Dr. Sarah Rajala (Rye-ah-lah), IEEE Life Fellow and 2015 IEEE Harriett B. Rigas Award recipient, has been an…
The IEEE Giving Guide: Impact and Philanthropy
Have you ever pondered how IEEE makes such a large impact? One of the main reasons is the generosity of individuals, IEEE Members , and friends and their donations to…
New Retirement Account Distribution Rules: What They Mean for You
In December 2019, when the original SECURE Act was passed, sweeping changes were made to the post-death tax treatment of qualified retirement accounts. One of the biggest changes was eliminating…
Giving Across Generations
It’s been more than a half-century since Crosby, Stills, Nash & Young sang Teach Your Children. People of a “certain age” remember it well. Whatever your age, or generation, there is broad…
Ask the Expert: David Sandhu, Sr. Financial Advisor, EverSource Wealth Advisors
Updated for Estate Planning Week It is never too early or too late to start planning your estate! Estates are constantly evolving. Take time every year (so why not Estate…
Making Your Will and Your Wishes a Priority
August is National Make-a-Will Month and the IEEE Foundation is proud to be participating by providing this important annual reminder. It’s always a good plan to have your estate affairs…
