Philanthropic and NonProfit


Donors face many choices when they begin to consider how to carry out their philanthropic wishes.  Both the type of charitable vehicle and the assets utilized are often subject to highly complex and rigorous tax requirements imposed under the Internal Revenue Code. We can help craft the best strategy to further their philanthropic objectives.


Wills, Trusts, Estates

A will is arguably the most basic part of an estate plan, which also includes a durable power of attorney, a healthcare directive (also known as a medical power of attorney), and potentially a trust. As part of writing a will, the will's creator identifies an executor or personal representative of the estate who will be charged with managing the estate and wrapping up the decedent's affairs, which includes identifying and resolving all debts and filing his or her tax returns.

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