Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision. Planning to pass down your …

Should Your Estate Plan Address Addiction? Read More »

During times of market volatility, it’s important to review your charitable options and opportunities. The coronavirus has financially impacted individuals and businesses, and …

Gifting in a Volatile Market Read More »

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 »