Heritage Nevada Law Office

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Legal Resources

Charitable Trusts & Foundations and a Caveat

The fifth part of our giving series deals with Charitable trusts and foundations. For larger charitable gifts, and families that desire to instill the value of giving inter-generationally, charitable trusts...

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Endowments

The fourth way of giving is through endowments. There are several types of endowments, but the basic structure of an endowment takes a gift and manages it for a long...

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Donor Advised Funds

The third giving option in this series is Donor Advised Funds. A donor advised fund is an investment account established through a reputable investment advisor. You can donate cash, stocks,...

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One Time, Direct to Charity

The second part to our Giting Series discusses the idea of a One time, Direct Gift to Charity. The reasons for giving are varied, but we are blessed to help...

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Spring Cleaning for Disability

  Last time, I talked about using spring cleaning to organize your legal and financial documents to make sure that they are accessible to your trusted family members and friends. ...

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Spring Cleaning for the Afterlife

I have been writing about how to use this post-tax/spring season to refresh your legal and financial documents so that, when something happens to you, your loved ones have the...

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Spring Cleaning for an Estate Plan

Over the last several weeks, I have addressed how you can use spring cleaning to help you organize your affairs.  The focus has been on gathering documents that your loved...

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Elder Law Defined

Elder law is an area of law that includes estate, public benefits, and end-of-life planning.  In contrast, estate planning is a narrow area only concerned with protecting and transferring your...

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“Probate” is not a Four Letter Word

Sometimes I think “probate” is a four letter word.  Many people are more concerned about avoiding probate than avoiding the IRS.  Yet, many people do not understand what probate is....

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An Executor has a Solemn Duty

When a probate case is filed with the court, the court appoints an executor to manage the probate.  When someone is appointed as an Executor – also known as a...

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Deciphering Medicare and Medicaid

As you age, you will be faced with many difficult decisions, not the least of which is how to pay for mounting medical costs.  Medicare and Medicaid are two government...

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