What is Charitable Planning?

If you are an individual seeking to give gifts or donate to religious institutions, schools, or other community-based organizations, you are most likely considering charitable planning. In many cases, if someone does not have sufficient funds to donate in their lifetime, they may be able to do so in their estate plan. Charitable planning is […]

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What is a Conservatorship?

If you believe it is time to begin making financial or personal care decisions for a loved one who can no longer do so him or herself, then you may want to learn more about conservatorship. Clients who did not execute estate planning documents when capable of doing so or developmentally disabled adults under the […]

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