For estate planners who want to include charitable giving as part of their estate plan, they should be familiar with the process and how estate planning tools can help them set up their charitable plan. Incorporating charitable giving can be an important part of...
Month: September 2021
3 factors to consider when choosing a trustee
If you have a substantial estate, want to provide for a relative who has a disability or seek to avoid some tax liability, setting up a trust may be an integral part of your comprehensive estate plan. While you must be certain to comply with legal and technical...
Taking care of a child with special needs
The care and attention that loved ones give to a child with special needs does not end when they grow up. Fortunately, there are government programs that can give basic support to such individuals for food, clothing and shelter. But the assistance may not provide...