Estate Planning Archives - Sorgi Law Group https://sorgilawgroup.com/category/estate-planning/ Where Experience, Empathy, and Family Values Meet the Law Wed, 25 Feb 2026 23:16:14 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 Latest Legal News https://sorgilawgroup.com/latest-legal-news/ Thu, 08 Jan 2026 20:45:46 +0000 https://sorgilawgroup.com/?p=70317 WHY CHARITABLE GIVING—AND DONOR-ADVISED FUNDS—DESERVE A PLACE IN EVERY ESTATE-PLANNING CONVERSATION Mauricio Vivero and Laura Morgan Horton For many individuals, estate planning can feel overwhelming, but it also offers a meaningful reflection opportunity. Often, it’s the first-time people are prompted to think seriously about what legacy they want to build—not just for their families, but […]

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WHY CHARITABLE GIVING—AND DONOR-ADVISED FUNDS—DESERVE A PLACE IN EVERY ESTATE-PLANNING CONVERSATION

Mauricio Vivero and Laura Morgan Horton

For many individuals, estate planning can feel overwhelming, but it also offers a meaningful reflection opportunity. Often, it’s the first-time people are prompted to think seriously about what legacy they want to build—not just for their families, but for their communities and the causes that matter most to them. And that reflection often leads to an essential yet sometimes overlooked question: how does charitable giving fit into the plan?

August 18, 2025

Uncover a realm of opportunities.

Exploring life’s complex tapestry, options reveal routes to the exceptional, requiring innovation, inquisitiveness, and bravery for a deeply satisfying voyage.

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