Want to leave money to a charitable organization? Here’s how to do it wisely.
When planning their estates, many people want to remember a charity, cause, or organization with a monetary gift, an honorable impulse. But the vehicle you use to make the charitable bequest can have a great impact not only on your heirs, but[...]
Special Needs Trusts preserve government benefits while providing for a loved one.
Careful estate planning is necessary when planning for children or relatives with disabilities. The term “special needs” it is commonly used where there is someone in the family who is unable to make necessary legal, financial and overall life decisions for him[...]
Subscribe
To My Newsletter
BE NOTIFIED ABOUT GATHERINGS OR EVENTS
With over 20 years of experience.