Estate Plan Trusts

For some people, a Charitable Gift Annuity (CGA) is a convenient way to donate funds to an educational, religious or other charitable organization. A Charitable Gift Annuity works very similar to other annuities you might purchase through your insurance company, but in this case you will receive an annuity payment …

Shakespeares words speak a profound truth when it comes to Estate Planning and ultimately, Estate Settlements. Accordingly, preventing problems (an ounce of prevention) is worth much more than trying to solve them (is worth a pound of cure). When I tell people the name of my book, THE SETTLEMENT GAME: …

How to Provide for the Special Needs Child. Life for the parent of a Special Needs child often involves interaction with medical, therapeutic, pharmaceutical and educational specialists. Most parents learn to adapt and to balance their care and supervision of their Special Needs Child with the rest of their lives. …