A great many of the situations that arise among family members involve not only personal issues but also a financial element. Managing a situation may go more
People who want to make a lasting impact in the charitable space, have a defined philanthropic vision and prefer to have greater control than a donor-advised
A previous blog—“Have you built charity and philanthropy into your estate plan?”—provided an overview of strategies to give to charity on death. Now, let’s
With the winter holidays, many media campaigns are asking us to remember the less fortunate in our communities and beyond, and to donate generously to help
When choosing how to make a large charitable gift, the number of available options can seem overwhelming—especially when each brings its own financial benefits