Senior Living Blog by UMH | estate planning

Understanding Planned Giving

By: Denise A. Mortati December 7th, 2018

Planned giving is an excellent way to remember those organizations and charities that have meaning or are special to you and your family. Gifts can be made while you are living or after you are deceased, and can be made from wills, trusts, annuities, retirement plans, or life insurance. Gifts can have a tremendous impact on the future of an organization or charity, enabling renovations and updates, expansion, and additional staff and services, just to name a few benefits.

What is a Power of Attorney?

By: Denise A. Mortati May 31st, 2018

As an estate planning attorney, I have worked with many clients who do not know what a Power of Attorney is, and why they should execute one as part of their estate planning documents. In this post, I am happy to explain the ins and outs of this important document, and why it’s necessary to any estate plan, for those of all ages. I’ll also explain the difference between a financial Power of Attorney and a medical Power of Attorney.

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