Are You Ready for Life?

December 7, 2018

An end of year planning opportunity: Donor-Advised Funds A donor-advised fund (“DAF”) is a separately funded or account that is maintained and operated by a §501(c)(3) organization, which is referred to as a sponsoring organization; consider it a charitable investment account. Once a donor makes ...

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Last Will and Testaments are a critical component to ensure your assets are protected and pass to the people/organizations you intended. However, some simple Wills have limitations and they are important to point out: Last Will and Testaments serve to protect your family and your ...

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If your son or daughter is turning 18, here are a few things you need to know: If you have an UGMA/UTMA savings account for your child, did you know those assets are his/her legal property and once that instrument matures (most often 21 years old or 18, if you designated that at time of ...

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