Archive | Gifting


Gifting Your Legacy

I have been doing estate planning for nearly 20 years, and I am surprised at the relatively small number of my clients who have incorporated charitable giving into their estate planning.  Many of those same people have been charitable during their lives, giving to various organizations and their places of worship, but people do not […]

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Setting Up Your Own Charitable Fund

Most people have charitable thoughts, but few people set up their own foundations or funds to put feet on those charitable thoughts. Many people see a need that is not being met and want to do something about it, but the process of setting up a private foundation is daunting. If you are one of […]

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