What are the Benefits of a Donor Advised Fund? May 28, 2021 Bill O’Leary, Esq. Estate Planning Funded with cash or other assets, donor-advised funds give charitably minded investors control of when and where their funds are distributed. Read More
Charitable Giving and Your Estate Plan April 2, 2020 Bill O’Leary, Esq. Charity, Estate Planning Giving appreciated stock shares, donating your RMDs and using charitable remainder trusts are just a few of the options you may not be aware of to help charities and your heirs at the same time. Read More