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Monthly Archives: May 2014

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5 Things About Our Blog

By Jeffrey R. Gottlieb |

We rolled out the welcome mat for this blog one year ago today (I thought about calling it blawg, but didn’t want to be punny). 41 posts later, I thought it would be a good idea to let you know some things about it. So here goes: 1. Yes, it’s me. Occasionally I check… Read More »

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Using Donor-Advised Funds to Cultivate Family Philanthropy

By Jeffrey R. Gottlieb |

A couple of months ago I wrote about some great internet tools for researching charities. Today I want to share a simple, yet flexible method for charitable giving that allows you to create a legacy of charitable giving. A donor-advised fund (DAF) allows you to make a tax-deductible gift to a charitable fund that… Read More »

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Digital Asset Planning: The Problem with Online Afterlife Companies

By Jeffrey R. Gottlieb |

Last June I wrote an Introduction to Estate Planning for Digital Assets. I discussed some of the unique and dynamic issues along with the importance of maintaining a digital asset inventory and including enabling provisions in estate planning documents. I also highlighted the emergence of so-called online afterlife companies. These companies provide various services… Read More »