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HomeCharitable Giving

Posts in category: Charitable Giving

What Are Some Secondary Reasons People Make an Estate Plan?

February 26, 2019
Charitable GivingEstate PlanningPet TrustsVideo

Providing for something or someone is one of the main reasons people choose to do proper estate planning you can provide for your loved ones, charity or even your pets.

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Plan To Leave A Legacy

April 8, 2014
Asset DistributionCharitable GivingEstate Planning

"Leaving a legacy" can mean many different things.   A legacy can be your reputation. People often refer to the legacy a president will leave. A president's legacy would be something he has done for which he will be remembered. We will all leave legacies

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How Do I Give to Charity Anonymously?

July 4, 2013
Charitable Giving

Every year, many people choose to give to charity anonymously. A recent article discusses several ways through which a person can donate funds without revealing his or her name. One way to give anonymously is by using an advisor as an intermediary for

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Charitable Estate Planning

June 20, 2013
Charitable GivingEstate PlanningInheritanceWill ChallengesWills

After one spouse dies, the surviving spouse often chooses to leave the entirety of his or her estate to his or her surviving children. Although this is the most common arrangement, it is certainly not the only option for post-death distribution of assets.

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  • Who We Are
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    • Testimonials
  • What We Do
    • Estate Planning
    • Wills
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    • Trust Administration
    • Financial Power of Attorney
    • Health Care Power of Attorney
    • Mental Health Care Power of Attorney
    • HIPAA Authorization
    • Living Wills
    • Beneficiary Deed
  • Get Educated
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  • Upcoming Events & News
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