Planning for the management and distribution of your property and assets is important for everyone. An up-to-date estate plan should save most families time, grief and expense following the death of a loved one. What is Estate Planning? A proper estate plan puts your property and resources to the best possible use for you during [...]

When people think about providing an inheritance to children and making a significant charitable gift through their estates, a vehicle known as the “charitable lead trust” is an excellent way to accomplish both objectives. A charitable lead trust is a trust that the estate owner establishes either during life (an inter vivos trust) or at [...]

Gone are the days when only people with millions of dollars and names like Rockefeller, Kennedy or Gates could establish family foundations from which to spread their wealth. Now mainstream Americans with a fraction of the resources can take an active role in benefiting their communities through donor-advised funds. These funds are usually created through [...]