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Susan Repetti Analyzes Financial Legacy Options for Physicians in Medical Economics

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Susan L. Repetti, a partner in Nutter's Trusts and Estates Department, evaluated various ways physicians can leave a legacy beyond leaving money to family members in Medical Economics. In the article, “Options for physicians to give back with financial legacy,” Susan points out that a lot depends on how much money is involved and the client’s appetite for complexity. She outlines options such as naming a charity as a beneficiary of an IRA, setting up a donor-advised fund, and specifying charities to receive any undispersed funds upon death, or naming successors to oversee the gifts. “You can really pick and choose how you specifically want to benefit people,” she says. “You can hand money over to an organization for general use or really get into the details and craft a legacy. It’s really your last teachable moment.”

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