Donor-Advised Funds allow parents and children to participate together in choosing charitable causes to benefit, while taking a tax deduction in the year of the contribution.
Donating Now, Designating Later
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Month: August 2025
Looking Back to Leave Richer Future Legacy
Ancestry tourism is a recent travel trend in which people explore their heritage. In leaving “heritage” memories, access to digital assets must be part of your estate plan.
Could your child benefit from a special needs trust?
Raising a child with special needs represents a particular kind of pressure. For example, if you are a parent of a child with a significant disability, you know that you need to think about their long-term care and stability in ways that you wouldn’t for a child...
“Bucketing” Your Estate Plan
Bucketing one’s estate plan means anticipating heirs’ needs at different states in their lives.
You Can’t Leave ‘Em Money; You Can Ensure Their Care
Pets cannot inherit money or assets, but owners can ensure their pets are cared for in the event of a disability or death of the owner.
