The fifth part of our giving series deals with Charitable trusts and foundations. For larger charitable gifts, and families that desire to instill the value of giving inter-generationally, charitable trusts...

The fourth way of giving is through endowments. There are several types of endowments, but the basic structure of an endowment takes a gift and manages it for a long...

The third giving option in this series is Donor Advised Funds. A donor advised fund is an investment account established through a reputable investment advisor. You can donate cash, stocks,...

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...

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...

With the passing of April 15th, and the beautiful weather finally rolling in, I am suddenly motivated to do some spring cleaning.  Now, if you know me, you know how...

  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. ...

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...

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...

Elder law is an area of law that includes estate, public benefits, and end-of-life planning.  In contrast, estate planning is a narrow area only concerned with protecting and transferring your...

“But I don’t have an estate.” This is a common response I receive when I tell people I am an estate planning attorney.  People often give me this response because: ...

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...

Sometimes I think “probate” is a four letter word.  Many people are more concerned about avoiding probate than avoiding the IRS.  Yet, many people do not understand what probate is....

When a probate case is filed with the court, the court appoints an executor to manage the probate.  When someone is appointed as an Executor – also known as a...

As you age, you will be faced with many difficult decisions, not the least of which is how to pay for mounting medical costs.  Medicare and Medicaid are two government...

As we or our parents’ age, we will be forced to confront how to receive quality long term care.  At a certain point, aging adults will need assistance to meet...

When applying for Medicaid, the government will presume that any transfers you made for less than fair market value in the last five years was done with the specific intent...

When applying for Medicaid, the government will presume that any transfers you made for less than fair market value in the last five years was done with the specific intent...

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. ...

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