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General Estate Planning
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- Adoption at any Age
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This article introduces the idea of 'the charity child' and several options for effective estate distribution and legacy gift planning.
Stock #WA2 GP/EP 330 words - $75
- Compassion Fatigue
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This article offers thoughtful suggestions on shaping an effective plan for charitable giving. Rather than responding on emotion alone, readers are encouraged to be more strategic with their gift plans.
Stock #WA4 GP/EP 613 words - $150
- Five Reasons to Delay Making or Updating a Will
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Five commonly cited reasons for delaying action on drafting or updating a Will are reviewed, with thoughtful responses presented for each.
Stock #WA7 EP 384 words - $75
- Hoeing your Garden
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Drawing on the wisdom of the ages, this article considers why a thoughtful estate plan is also an affirmation of the meaning of life and explores ways in which a donor might wish to make a difference for your organization.
Stock #WA14 EP 389 words - $75
- Including Digital Property in your Estate Plan
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Prior to the digital age, an estate inventory consisted of deeds, account statements, business interests, and tangible personal property. Now it also includes digital property. This article offers strategies on how to prepare the estate plan to minimize future challenges for the estate administrator.
Stock #WA15 EP 461 words - $100
- Living in your Gift
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A conversation between a prospective donor and a thoughtful gift officer yields important insights on making a residual gift of a personal home.
Stock #WA8 GP/EP 356 words - $75
- Should You Tell the Kids?
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There are several reasons why parents might not want to reveal details about their estates and wills to their children. On the other hand, there are compelling reasons for parents to be open about their estate plans.
Stock #WA16 EP 449 words - $100
- What You Need in addition to a Will
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This article lists and reviews the various documents one should prepare to accompany an up-to-date Will.
Stock #WA10 EP 324 words - $75
- What Your Will Covers
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This article explores the differences between probate assets and non-probate assets, highlighting the need for effective coordination to avoid unintended consequences at death.
Stock #WA11 EP 428 words - $100
- When Equal is not Equal
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This article explores issues that arise when a thoughtful parent wishes to treat the inheritances of children 'equally' and uncovers some of the risks that arise, if this outcome is not carefully planned.
Stock #WA12 EP 390 words - $75