Here’s What You Should Know About Planned Giving – Begley Report
By: Thomas D. Begley, Jr., Esquire, CELA CASE STUDY: PLANNED GIVING TECHNIQUES HELP DONOR ACHIEVE ESTATE PLANNING GOALS Joe Generous feels indebted to his alma mater because the education he received there changed his life in so many gratifying ways. Joe has always made modest annual gifts to the university. He would like to give more, but hesitates to do so…
What Are the Benefits of Bloodline Trusts – Begley Report
By: Thomas D. Begley, Jr., Esquire, CELA CASE STUDY 1: INHERITANCE PARTIALLY LOST IN EQUITABLE DISTRIBUTION Bill and Linda have a daughter, Sally, who marries Harry. While Harry is attractive and likeable, he has difficulty holding a job, and he is a poor money manager. Harry also likes to spend money lavishly, mostly on himself, rather than on Sally…
How to Provide For Your Grandchildren – Begley Report
By: Thomas D. Begley, Jr., Esquire, CELA CASE STUDY: GRANDPARENTS USE BOTH ESTATE PLANNING AND LIFETIME GIFTS TO ASSIST GRANDCHILDREN Harry and Sally have two grown children and four grandchildren who are all under age 18. Harry and Sally are close to their children, Bill and Irene. The grandchildren are a source of joy and pride and occupy a…
Are Your Assets Protected From Creditors: Are You Bullet-Proof? – Begley Report
By: Thomas D. Begley, Jr., Esquire, CELA Many business and professional people have worked for a long time and have accumulated significant assets. They hope to benefit themselves and their families during their working careers and also in retirement. The first step in asset protection planning would be to do a risk analysis. What are the likely litigation threats…