May 2018

The Domestic Asset Protection Trust


By Leanne Broyles, Esq. What if you could take a portion of your hard-earned wealth, lock it up from your creditors, but keep the key for yourself? It sounds too good to be true, but the Domestic Asset Protection Trust provides a very real and very valuable estate planning tool for [...]

The Domestic Asset Protection Trust2018-12-06T08:38:57+00:00

September 2017

Estate Planning Strategies for Charitable Giving


When considering a large charitable gift, individual donors have many options at their disposal. Charitable trusts, donor‑advised funds, and private family foundations are three commonly used charitable giving options. Below is a summary of each option, as well as the advantages and disadvantages of each. 1. Donor‑advised funds A donor‑advised [...]

Estate Planning Strategies for Charitable Giving2017-09-12T16:55:21+00:00
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