Estate Planning
Total 1087 Posts
Please pass the gravy
Many families will be traveling this week for the American Thanksgiving holiday. If you live in a different city than your parents, the time spent together during the holiday can allow you to see how well they are managing. Be aware of the small things and things that are different. ….
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Elder Care, Estate Planning, Family Conflict, Geriatric Care Management, U.S. Citizen, United StatesPhilanthropy is personal; fundraising is social
There are two types of charitable giving: personal and social. Gifts that are part of the estate plan are typically a form of personal giving. By contrast, most traditional charity fundraising uses a social giving model. Both are equally important, but it is helpful to make the conceptual distinction when helping clients to include philanthropy in their estate plans…..
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Estate Planning, Philanthropy/Charitable Giving