Beyond the Estate: Estate Planning & Legacy with Heidi McAra

August is Make a Will Month, and host Lottie Ferguson, Vice President of Development and Donor Services at the Community Foundation of Greater Flint, sits down with estate planning attorney Heidi McAra, JD, to explain what a real legacy plan looks like — wills, trusts, power of attorney, and more. Heidi breaks down when to review your plan, why you don't need significant wealth to include charitable giving, and the often-overlooked parts of legacy: sentimental heirlooms, digital assets, and personal notes for the next generation. She also shares why she connects clients to the Community Foundation of Greater Flint and what her years as a CFGF trustee have taught her about legacy in Flint and Genesee County.  Learn more about estate planning or connect with the Community Foundation of Greater Flint at cfgf.org. If you're a Trusted Advisor wanted to network with other professionals and CFGF, visit cfgf.org/tag.  Support the show