News Category: Estate Planning

Jon C. Taenzer

Six Years Later, Jon C. Taenzer Memorial Fund Continues to be Forever Generous

Generosity can often have positive and far-reaching effects, and this has never been more clearly demonstrated than by the indelible impact of Jon C. Taenzer’s legacy, as seen through the…

How the Big Beautiful Bill Impacts you

The One Big Beautiful Bill Act and Its Impact on You

A new tax law, in the United States, called the One Big Beautiful Bill Act, is bringing some changes that may impact how you plan your charitable contributions starting in…

Bequest Gifts

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

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…

Sarah Rajala and Husband James

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…

IEEE ImpactAndPhilanthropy Evergreen

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…

Tax Wise Giving Methods RMDs

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…

Image Intergenerational Giving

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 Sandhu

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 A Priority

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…