Category: Charitable Planning

We encourage and assist the tradition of giving to charitable causes, including the employment of tax-advantaged strategies that maximize the value of your gift. We help clients make charitable gifts and practice good stewardship in the most tax-efficient manner.

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Charitable Planning

Donor-Advised Funds 101

By: Matt Luedke

Nov 14, 2018

Donor-Advised Funds 101: Giving USA 2017 recently reported that charitable giving continued to rise last year, with an estimated $390 billion donated to charitable causes. The report found that total giving...

Moulton Law Offices

4.3

Jeanette Lawson

20:04 15 Jul 19

We have received exceptional help from Olivia on our updated Trust. She is very knowledgeable, excellent overall experience. Thank you! - Jeanette Lawson / Tom Young

Mike Bennett

15:56 03 Jul 19

Great law office. Super helpful. Set up a living trust for my partner and myself. I feel very secure about my personal holdings being taken care of.

Maxine Pickel

17:09 17 Jun 19

I was not looking forward to the task of setting up our family trust. Working with the staff at Moulton Law definitely changed that into a pleasant & educational experience. My husband & I feel confident in their professional abilities and that they really do care about their clients.

Monica MacNaughton

23:07 27 Mar 19

Over the past several years, our family has had a great experience working with Matthew Luedke at Moulton Law Offices. He has assisted us with a family trust and the many details involved with this trust. Matthew is always patient answering our many questions. We would highly recommend his legal services.

Jolene Schmidt

20:37 20 Feb 19

I'm very happy with the services provided by Moulton Law. Our family needed help resolving some issues with our Living Trust and these guys really saved the day. We highly recommend this company and will be back if we have other concerns later on. Thank you for all your help!

Dick Johnson

18:09 17 Feb 19

Fantastic experience at Moulton Law Offices! I had a great time working with both Mr. Luedke and Mr. Gunning - both were very knowledgeable and took their time to explain our Living Trust in detail. Highly recommend to anyone who is considering setting up their own trust!

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Category: Charitable Planning

Donor-Advised Funds 101

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