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Donor Advised Funds
Donor Advised Funds

Clients often ask me about Donor Advised Funds. Donor Advised Funds are a great alternative to family foundations and charitable trusts for those who want to give thousands to charity instead of millions. I spent some time doing research for a future newsletter and came ...

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Newsletters in February, 2016

  • Leaving Money to No One

    The attached article talks about a business man and Holocaust survivor, at his passing his estate was worth almost $40 million. This individual had no ...

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  • Don't be too cheap to buy life insurance

    JGB is a Trust & Estates law firm; we do not sell any insurance. Sometimes our clients do not understand we recommend they get life insurance or ...

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