Back to School. Four Essential Documents for Your College Bound Children

Written by Michele Gartland on August 7, 2017

If you’ll be dropping off your young adult (who, depending on the day, may still seem like a child) on a college campus this fall, you probably have a long checklist to help them complete first. Along with the laptop and the dorm supplies, it’s important that certain essential documents—giving you authority to act on … Continue reading Back to School. Four Essential Documents for Your College Bound Children

Read more

How to Give Charitably for Maximum Benefit to All

Written by Michele Gartland on December 16, 2015

The majority of charitable organizations look forward to the months between October and December as the time of year when patrons are most likely to open their hearts and subsequently their wallets.[1] Non-profit organizations, public charities, and private foundations report that nearly 50 percent of their yearly contributions are received in the final quarter of … Continue reading How to Give Charitably for Maximum Benefit to All

Read more

Essential Documents for Young Adults

Written by Michele Gartland on October 22, 2015

Not long ago essential documents for 18 year olds included a driver’s license and a passport for your semester abroad. Essential documents for young adults now include Health Care Proxies and Living Wills. Colleges often request that these be filed before moving into college housing. This shift reflects a change in legal requirements regarding privacy … Continue reading Essential Documents for Young Adults

Read more

Digital Assets Require Trusts and Estates Planning

Written by Michele Gartland on March 24, 2015

You may be surprised to find that you can’t split your iTunes library or your Kindle books among your heirs just as you would have left record albums or books to kids years ago. Even though the library was acquired at substantial cost, due to licensing agreements it is considered non-transferable even as part of … Continue reading Digital Assets Require Trusts and Estates Planning

Read more