What Role Does Charitable Giving have in Estate Planning?

Why charitable giving? The Entrepreneurial spirit built this country and made it great. Our forefathers made “The American Dream” possible to everyone in this country, regardless of their background or social status. But many self-made men and women contribute heavily to charities. Why are wealthy people prone to giving back? The hard-working people of America…

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CHARITABLE PLANNING: A FORK IN THE ROAD

You may decide to do charitable planning for several reasons. Some people do it because they want to give back to the community. Some just want a tax deduction. Others don’t have any heirs, and they want a low risk method to ensure they have enough money until they die. Whatever the reason, charitable planning…

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Child Free Estate Planning

Child Free Estate Planning

Child Free Estate Planning Made Simple Mary has done well, and is living well.  She has no children, and wonders about what kind of estate plan she might need. Because she has no children, she knows that if she does nothing, her estate will largely go to the IRS and the state where she lives.…

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Lottery Winner Now What

Lottery Winner Now What

I Won The Lottery, Now What? We have represented many lottery winners over the years.  If you are a lottery winner, “Now what?” is the question on your mind.  We approach this question with our clients not just from a legal or financial perspective, but from from the view of its wholistic impact on both…

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