Have you ever considered creating a Donor Advised Fund?

Author – Kelley Bannon Lashley Giving back to the community is more than just a nice thing to do; it’s at the core of who we are at Deka Law Group. As part of our community service program, Deka Gives, we recently established a Donor Advised Fund at the Pasadena Community Foundation. A donor-advised fund...

Planning for Disabled Beneficiaries

Author – Aubrey E. Lerner If you have a disabled beneficiary in your life, you should consider these planning options: 1) Special Needs Trust Any person with a disability can benefit from a special needs trust (also called a supplemental needs trust). A special needs trust is a trust established for a person with a...

How the American Families Plan Could Affect Your Taxes

Author – Peggy Lennon President Biden has introduced the American Families Plan (“AFP”), advancing the administration’s infrastructure agenda. As drafted, the AFP includes $1 trillion in investments and $800 billion in tax credits aimed towards children and families. The AFP adds funding for the expansive agenda by tax increases, which are aimed at wealthy taxpayers,...

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