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Monthly Archives: September 2021
How to incorporate charitable giving into an estate plan
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…
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…
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…
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