Monthly Archives: May 2017

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(Legal) Word of the Day: Trust

In my ongoing efforts to break down the legalese barriers that tend to separate lawyers from the real world, and have increased quality communication, here’s another Fun with Legal Words post. Today’s word is “trust.” In this context, and in the simplest terms, a trust is a legal agreement between three parties: settlor, trustee, and… Read more »

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The Importance of Discussing Your Estate with Your Family

One of the worst-case scenarios for any family is to avoid estate planning conversations completely because you risk offending a loved one or family member. I’ve known some couples who haven’t been able to agree on an important decision, such as who will take care of the children in the event of them both passing…. Read more »

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Need a Speaker? Drop Me a Line!

One aspect of running my own firm that I love is getting out and teaching groups of people. Just like mission, my presentations center on maximizing charitable giving. Be it through estate planning education, nonprofit board training, or sharing tools and resources for professional advisors, I’m always open to speaking at different organizations and events… Read more »