August 2024

Introduction to Charitable Gift Planning

3 Minute Read Charitable gift planning is catered to individuals who would like to gift to charities and non-profit organizations in their lifetime and/or after passing. Once an individual identifies what charitable cause or organization they wish to support, they can incorporate charitable gifts in their estate plan through various charitable vehicles, such as: In […]

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Introduction to Probate & Estate Administration

2 Minute Read Probate refers to the legal process by which the Court recognizes the official appointment and authority of the estate trustee to administer the deceased’s estate, whereas estate administration refers to the entire process in which the estate trustee settles and administers the deceased’s estate. Learn more about the estate administration process in

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