Family Legacy & Philanthropy

Would you like to make a large gift to a cause you believe in but need encouragement to make it happen? You don’t need a motivational pep talk to get you there; you just need the US Tax Code! [...]

All clients have a story – a present, a past, a family, a fact pattern that no one else has. They have questions that no one else has. There’s always a point where I say, “Wow, no one has [...]

Experience the rush of accelerating to speeds so fast you are nothing but a blur. Move near, at, or beyond the speed of sound or light. Change diapers in record time, run to the Cape and back for [...]

Your parents – or other aging loved ones – are over 70 and you are genuinely concerned whether they have a plan for their later years and for their estate. However, they may resent a [...]

As background, all of our trusts, whether revocable or irrevocable trust, in one way or the other help to cover the following points, illustrated by the acronym MAPS. This stands for: Manage your [...]

Many people think that charitable planning or trying to become more philanthropic is not something that’s practical or realistic for the average family or individual. Obviously, it seems [...]

We are pleased when we can help a young family develop an estate plan that fits their needs and honors their wishes. Many couples have good intentions to plan for the unexpected…then the busyness [...]

No matter how good of a relationship you have with your aging parents, estate planning is a sensitive subject. Approach with care. Here’s some tips for transitioning your loved ones into [...]