News & Articles

I have worked with some really great estate attorneys over the years. They are such an integral part of creating the best estate plan possible. They help reduce risk and they are great guides to show creative ways for you to accomplish all of your giving objectives. That includes charitable giving. If you're like me, you have an understanding of how important it is to give back to those most in need. But how do you do that and take care of your family, too? Here are some unique ideas on how you can accomplish both. If you have questions, then feel free to contact me. I can help guide you on this initial discussion and even better, I can help you find the right professionals to really plan well.

Using A Charitable Lead Trust For Estate Planning