Charitable Giving

trust funds

How Do Trust Funds Pay Out?

by Sophia Bera February 21, 2019

Whether you’re the recipient of a trust fund or you’re setting one up for the benefit of someone else, it’s important to understand the basics of how trusts work. Trusts can be complicated, but they’re also helpful estate planning tools that allow people to pass their wealth down, while in many cases bypassing the expensive […]

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How to Make a Plan for Your Charitable Giving

by Sophia Bera November 21, 2018

Holiday donation drives are in full force, and you may be considering how to allocate any spare amount of money you can give toward causes you care about. I often discuss charitable giving with clients, because believe it or not, it’s an important part of an overall financial plan. If you want to read more […]

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