When helping clients decide on a charitable planning vehicle, their level of philanthropic interest is key to determining the best option. For those with a strong desire to give back, charitable remainder trusts (CRTs) and charitable lead trusts (CLTs) are two attractive choices. Charitable Remainder Trust (CRT) A charitable remainder trust allows a donor to...
A durable power of attorney is a legal tool that allows you to appoint someone (known as your agent or attorney-in-fact) to act on your behalf and make decisions about your financial affairs and property in the event that you become incapacitated. What powers does it grant? The powers you grant to your agent through...
Thinking about a time when you may not be able to make your own medical decisions is uncomfortable for many people. Yet, it’s a reality that can happen due to illness, injury or the natural aging process. Without a clear plan in place, your loved ones may be left scrambling to make medical decisions on...
Losing a loved one is one of the most challenging experiences a person can go through. Adding the task of administering their trust on top of that can feel overwhelming, especially if you’ve never handled this type of responsibility before; however, it’s important to know that while there is no need to take immediate legal...
Corporations are legally required to hold an annual shareholder meeting and board of directors meeting. These meetings need to be documented in a minute book, which acts as a formal record of the corporation’s governance and decisions. While maintaining minute books might seem like an insignificant task, they are one of the most critical pieces...
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