Beneficence through Charitable Trusts - A Strategic Approach to Giving Philanthropy can reach new heights when coupled with astute planning. If you're contemplating a significant contribution…
If you are prioritizing charitable giving in your estate plan, you may want to consider using something called a donor-advised fund (DAF) which has become more…
Using a trust as part of your estate plan can be beneficial in a number of ways, including maximizing tax code provisions to shield assets from…
In the last post, I began writing about including care for your pet as part of your estate plan. One option for doing this is to…
If someone close to you passes away and you receive the information that they had named you as trustee, you may find yourself feeling overwhelmed if…
How you title your real estate holdings is key to making sure your assets are transferred according to your wishes after you have passed away. In…
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