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Maximizing Your Philanthropic Impact with Charitable Trusts
Dec 12

Maximizing Your Philanthropic Impact with Charitable Trusts

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…

Charitably Inclined? Consider Pairing a Donor-Advised Fund with Your Estate Plan
Apr 03

Charitably Inclined? Consider Pairing a Donor-Advised Fund with Your Estate Plan

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…

Estate Planning Pitfall: You Didn’t Retitle Assets to be Included in a Trust
Jan 30

Estate Planning Pitfall: You Didn’t Retitle Assets to be Included in a Trust

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…

Estate Planning for Your Furry Friends (Part 2)
Dec 01

Estate Planning for Your Furry Friends (Part 2)

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…

Named As A Trustee And Wondering What To Do? Here Is A Checklist Of Duties To Get You Started
Aug 14

Named As A Trustee And Wondering What To Do? Here Is A Checklist Of Duties To Get You Started

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…

Estate Planning Essentials: How Smart Real Estate Titling Can Save You 
Jul 19

Estate Planning Essentials: How Smart Real Estate Titling Can Save You 

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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