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April 2019 Archives

How to add a charitable remainder trust to your estate plan

Many people make charitable giving a part of their estate plans. Giving assets to charity provides tax benefits as well as a legacy you can be proud of. But with so many charitable organizations out there and numerous methods of giving, where does one start?

How a special needs trust can secure your child’s future

Estate plans are exactly that: a plan for the future. They ensure your loved ones are cared for, even after you are gone. For parents whose children have special needs, the estate plan should also include considerations for their care. This can be stressful, especially if you aren’t sure what kind of care your child will need in the future or whether they will need government assistance.

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