A Beginner’s Guide to Donor-Advised Funds

A Beginner’s Guide to Donor-Advised Funds

Are you interested in charitable giving but aren’t sure of all of your options? Many charitably-minded people want to ‘graduate’ from writing checks directly to a charity, but may not be ready to establish their own charitable foundation.  Consider a donor-advised...
Planning for Incapacity

Planning for Incapacity

Incapacitation can happen unexpectedly, making it crucial to plan ahead to ensure your plans do what you want and your affairs are handled properly. By creating specific legal documents, you can appoint trusted individuals to make decisions on your behalf, both for...