Category - Charity

Angel or Devil? New book will soon be available

March 24, 2016

Each of us is both good and bad (depending on the day and circumstance).  Our life planning should reflect this reality. The new book is based on this idea, which I was first reminded of when reading a book by Tolstoy a few years ago, wherein is found the following profound statement: “Men [and women] […]

Read more >

Wall Street Journal Article on Charitable Trust

November 2, 2015

Most of us believe in giving to charities and in the right circumstances, charitable trusts can provide tremendous tax benefits (as well as the warm fuzzy feeling of doing good). There was an article in the Wall Street Journal yesterday about an estate planning tool known as a Charitable Lead Annuity Trust or “CLAT”. The […]

Read more >