Category: Charitable Giving

Granny We Need to Talk: Questions that Can Stop Elder Fraud in Its Tracks

By elisa on Jan 28, 2013 in Aging Parents, Asset Protection, Asset Protection Trusts, Charitable Giving, Grandchildren, Parents, Power of Attorney, Risks of joint ownership

In our past two posts we talked about how Elder Fraud is on the rise and the types of fraud to look out for. Here are 7 questions to ask your friends and loved ones that can raise red flags about the possibility that they are being set up as a target for Elder Fraud: [...]

Charitable Giving For Regular People

By David Edwards on May 05, 2010 in Asset Protection, Charitable Giving, Non-Profits, Tax, Wills and Trusts

Do you think of yourself as rich? Hopefully you do, but mostly in ways that don’t show up on a tax return. Are you rich in the things that really matter – loving family, good friends, your faith, serving others? Whether or not you think of yourself as a wealthy person, you can take advantage of [...]

Charitable Giving – Do It Wisely and Use Uncle Sam’s Money

By David Edwards on Mar 08, 2010 in Charitable Giving, Churches and Ministries, Non-Profits

As you work on your estate plan, don’t forget to consider charitable giving. Here are some basic questions to ask yourself: If I plan to give to charity at death, have I considered just giving during my life instead? Give now, enjoy an income tax deduction and also enjoy seeing the money help others. Plus, [...]