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What is a Charitable Lead Trust?

One of the many tools people utilize in order to give to their favorite charitable causes is the charitable lead trust (CLT). As a recent article explains, former first lady Jacqueline Kennedy [...]

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Is Online Recordkeeping Hindering Your Estate Plan

An estate plan is an important document, however it cannot stand alone. Whoever you select to execute your estate plan will require a multitude of other documents and information in order to [...]

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Estate Planning as a Family

Estate planning should be a family affair. However, many individuals create their estate plans without ever consulting or otherwise discussing it with their family members. Although the topic of [...]

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Legacy Giving May Be Least Effective Way to Make a Difference

It used to be that charitable giving among the wealthy centered around some variation of an estate planning tool that would last in perpetuity, thereby helping the lucky charity forever. As a [...]