“You never know what life is going to hold for you,” says George Broostin of his decision to work on his estate planning. “Unexpected things can happen no matter what your age.” At the time, George and his husband, Jake, were making a life transition that involved a big move. Like marriage and starting a…
Scholarship Planning is a way for individuals to leave a legacy and support deserving students through college or graduate school. By making a bequest through a will or trust, scholarship sponsors are able to communicate a message about what matters most in their lives, and ensure that his or her intentions are clearly stated and…
Charitable giving through estate planning is often a win-win estate planning strategy for both charities and donors. Many charitable gifts, while benefiting the charity receiving the gift, also allow for tax benefits to the donor. It also allows the donor to leave a legacy and impactful message as to what is most important to them. …
