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You Likely Need an Estate-Planning Team to Meet Your Financial, Charitable, and Personal Objectives
Posted September 2019

Your estate-planning team may include half a dozen professionals—including us!

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Giving in the United States (Including by Bequest): You’re in Good Company
Posted August 2019

The Giving USA 2019 report found that Americans gave almost $40 billion in charitable bequests last year.

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Like Graduation, a Charitable Gift Is a “Commencement”
Posted July 2019

A charitable gift is a beginning—for the donor, for the organization, and for those who benefit from the gift.

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Treating Children Equally but Not the Same (and How a Charitable Gift Can Help)
Posted June 2019

Parents can use a charitable remainder trust to adjust their bequests to fit the circumstances of each child.

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