Here’s how to choose a trustee that’s up to the important task at hand. Choosing a trustee – the person or entity who’ll …

The Three T’s of Effective Trustees Read More »

Explore four ways that giving back can benefit you, your business and your staff. Did you know that 82% of all U.S. consumers …

Giving Back Can Be Very Good for Business Read More »

Preserving your property across generations takes thoughtful planning and open communication. Watching your daughter take her first steps in the nursery. The porch …

Strategies for Keeping Your Beloved Home Within the Family Read More »

Five ways to refine your plan for the future. A new year brings new opportunities to help you protect your legacy through estate …

Optimize Your Estate Plan for 2020 and Beyond Read More »

Documenting your future wishes is especially important if you’re the single parent of an underage child. No matter if they’re adults or minors, …

Single Parent? Formalize Your Estate Intentions Read More »

There are many ways to support an alma mater – donating QCDs, giving appreciated stock or founding a scholarship are just a few …

Proud Alumna or Alumnus? Explore Strategies for Giving Back Read More »

Americans’ total unadjusted giving actually increased year over year – posing the possibility that, for the charitably minded, it’s often more about heart …

Why Didn’t the New Standard Deduction Stunt Charitable Giving? Read More »

Women are wealthier and making waves when it comes to philanthropy. It may seem stereotypical, but women tend to be givers – to …

The Rise of Female Philanthropists Read More »

As 2019 wanes, consider the many ways charitable giving can brighten a holiday season. Charitable giving is a tradition for many of us, …

The Timeless Tradition of Charitable Giving Read More »

When selecting a personal representative, consider the role’s many responsibilities. Selecting a personal representative for your estate, also known as an executor, is …

Who Should You Choose to Execute Your Estate? Read More »