Generations: Planning Your Legacy. Practical answers from America's foremost estate planning attorneys.  

From the introduction: Estate and business planning requires an intimate knowledge of each client’s hopes, dreams, joys and loves. Good planning, more than passing on as much money as possible, must be done in the context of the client’s life, values, and intelligence. This “holistic” approach must transcend the nuts and bolts of tax law. Technical expertise is only the beginning point. Modern estate planning must rise to a new level: one at which the legal aspects are only a part of a much larger picture that considers relationships among family members and the values and principles by which those family members live. Contact us here if you would like to receive a copy.

Giving: Philanthropy for Everyone.  Practical answers from America's foremost charitable planning authorities.  

From the introduction: My goal is to help clients define their charitable objectives and then enable them to get the most bang for their buck in supporting those charities. To that end, my colleagues and I work with clients to establish charitable trusts that maximize their income and estate tax benefits. Some trusts provide immediate tax deductions to donors and future benefits to charities. Other types of trusts provide current income to charities and future benefits for donors’ families. Contributions often entail things other than time and money. For example, donations of easements on land and buildings preserve urban and rural landscapes. Clients often establish foundations that, in addition to providing philanthropic and tax benefits, are great tools for promoting family values and unity. Contact us here if you would like to receive a copy.