The second part to our Giting Series discusses the idea of a One time, Direct Gift to Charity. The reasons for giving are varied, but we are blessed to help our clients give strategically so that our client’s gift can help establish and continue their legacy. One-time, Direct Gifts to Charity: This has the dual […]
One Time, Direct to Charity Read More »
There is never a bad time to want to give. The reasons for giving are varied, but we are blessed to help our clients give strategically so that our client’s gift can help establish and continue their legacy. This series of gift giving will go over six ways of giving. The first one being: One Time,
Giving Series: One Time, Direct to Individuals Read More »
Last time, I talked about using spring cleaning to organize your legal and financial documents to make sure that they are accessible to your trusted family members and friends. This is an excellent time of year to gather certain documents and information in one place so your loved ones have the information they need
Spring Cleaning for Disability Read More »
I have been writing about how to use this post-tax/spring season to refresh your legal and financial documents so that, when something happens to you, your loved ones have the documents and information they need. When doing spring cleaning, there is inevitably a chore I do not want to do – some deep cleaning, usually
Spring Cleaning for the Afterlife Read More »
Over the last several weeks, I have addressed how you can use spring cleaning to help you organize your affairs. The focus has been on gathering documents that your loved ones will needs to make sure you are taken care of during life, but also that your affairs are smoothly taken care of after life.
Spring Cleaning for an Estate Plan Read More »
I deal with a lot of property issues in my practice. They come up in all sorts of matters from family law, to guardianships, to trust and business matters. Issues of ownership are fundamental in our lives. Just think about it: whether you lease your home, own it outright, or own it subject to a
Property Ownership: It Affects Us Every Day! Read More »
So, you have a traditional trust — one that is revocable, and changeable, and will avoid the need for a guardian or probate in the event of incapacity or death. But, did you know that this type of trust offers no additional protection against your creditors, not during your life nor after it? For many
Asset protection for long term care Read More »
