Nicole L Phatak

Nicole L Phatak

May 03, 2024 | The Legal Intelligencer

Using Charitable Giving to Enhance Estate Planning

It is important for every estate planner to discuss charitable giving strategies with their clients, including the benefits and potential pitfalls of the most common methods of charitable giving.

By Nicole L. Phatak and Julie Patter Rapaport

7 minute read

February 08, 2021 | The Legal Intelligencer

Five Reasons Estate Planning Is Essential for Women

As more women become business owners and high-earning professionals, it is more important than ever for women to take control of their estate plan in order to achieve their financial goals and pass on wealth to the next generation.

By Nicole L. Phatak

8 minute read