Charity

Many of us know the importance of estate planning, like making a will or establishing a trust, especially as we age. What many neglect, however, may be other critical estate planning documents, like a medical power of attorney. Do you have a medical power of attorney? If you do not, or if it’s been several …

Protecting Your Medical Wishes: Understanding the Latest Texas MPOA Changes Read More »

Part of the estate planning process includes reviewing which assets must go through probate to pass to your beneficiaries and which assets are considered “non-probate,” of those that don’t necessarily have to be covered by a will. Certain assets may pass directly to a designated individual, but having the right beneficiary designation on any accounts …

Maximizing Inheritance: Optimizing Probate and Non-Probate Assets Read More »

Have you ever wondered where museums get their collections, artwork, and other displays? Sometimes, the museum purchases items that come up for auction. Still, many other times, a museum may receive a collection, antique, or further curiosity as a charitable donation from the estate of a person who wanted their possessions to go on display …

Preserving Legacies: The Power of Charitable Bequests Read More »