Публікації
Giving Voice Spring 2020: Granting Matters
Anthony A. Marrone II discusses the charitable remainder trust as a useful and impactful alternative to the Stretch IRA.
Lee M. Gatta, CLU®, ChFC®, AEP® is a board member of the Community Foundation and financial advisor who offers financial planning, insurance, and investment advisory services.
He focuses his practice in the areas of New York elder law, Medicaid, trust and estates, guardianships, and special needs planning.