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

4.5

Based on 27 reviews

Lori Hasenyager

15:00 03 Apr 20

Mathew helped our family set up a Living Trust. He made a complicated process into a very understandable process for us . He was very knowledgeable, compassionate and timely. He also provides us with ongoing help as needed with any questions we have had. I would highly recommend him.

tom shinskie

03:50 12 Feb 20

These folks were very helpful in a couple of matters

Stacia and Scott Phillips

19:13 01 Jan 20

Losing a loved one is so hard and having to go through the legal and financial issues makes it worse. We were so grateful to have the expertise of the Moulton Law Offices, not only having the trust set up, but during the process. They provided a checklist that covered everything, especially the items you don't think about as your thoughts are consumed. They have been so helpful with everything and make themselves available for my mother and myself to answer any questions that arise.

Jerry Traynham

22:20 10 Dec 19

Dealt with Matt Luedke re. medicaid. It was a complicated process as I went to 2 other law offices and settled with Moulton and Matt. He made it so easy and uncomplicated that I was able to navigate it with his help. I would highly recommend this office and Matt Luedke for any medicare medicaid issues.

Denise Lucero

01:39 30 Oct 19

One of the greatest gifts my parents gave me was to set up a Living Trust, Will, and advanced directives with Moulton Law Group. During the course of my nine years working with Moulton (from the time of my mother’s passing to the death of my dad) Mr. Matthew Luedke, Attorney At Law was always there to answer my questions, make sure I met deadlines, and help me make informed decisions. His staff was also there for me with my last minute clerical requests. I definitely recommend Mr. Luedke. He made going through a difficult situation easier. Denise Lucero

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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