Planning your legacy: 4 key tips for estate planning and legacy giving

Erich Foeckler

Director of Philanthropy

Meals on Wheels San Diego County

August is National Make-A-Will Month, and if you’re not already, it’s a great time to start thinking about estate planning. There is a common misconception that estate planning is only for the wealthy, but actually, it is a highly accessible tool available to anyone who wants to ensure their wishes are carried out, protect their loved ones, and minimize potential legal complications – regardless of their financial status.

Another common misconception about estate planning is related to charitable bequests, donations made...