Charitable Giving

Dec 27, 20212 min read

Make Retirement More Fun with Estate Planning

The words “fun” and “estate planning” are not typically used in the same sentence. Most people see estate planning as a chore to muddle...

Oct 14, 20213 min read

Estate Planning for 80-Somethings

Estate planning needs to change over your lifetime (believe it or not, it is not a “one and done” thing). When you are in your twenties...

Oct 13, 20212 min read

Do You Need an Estate Plan If You Are Single?

Tying the knot and having kids can change your finances significantly. One of the most important tools to protect your loved ones in such...

Oct 8, 20214 min read

Your Quick Guide to Trusts and the Benefits of Having One

Many people assume having a last will and testament is the centerpiece of any satisfactory estate plan. While they certainly have their...

Dec 15, 20202 min read

Powerful Estate Planning Tools for Charitable Giving

Americans are nothing if not generous. Each year, about 70 percent of the population makes charitable contributions. Most of these are...

Oct 17, 20162 min read

Make a Charitable Donation in Your Will and Watch It Work

The estate planning laws in many states are pretty straightforward for those who want to donate all or part of their estate to charity....

IMPORTANT LINKS