Tax Reform and Charitable Giving

With the introduction of tax reform this year, you may be looking at your finances and wondering how you will be impacted. For many taxpayers, the new tax law creates an opportunity in the form of increased disposable income. Here are a few of the... Read More

Fast Facts About Planned Giving

If you hear “planned giving” and think it’s only for people older or wealthier than you—or that it’s just too confusing—you’re not alone. However, planned giving is for people of all ages and economic... Read More

Review Your Plans in 2019

A Checklist to Help You Get Started

It’s important to review your estate plans regularly to ensure they still accomplish what you want them to, and to make sure they reflect life’s changes. Events like births, marriages, even new tax laws, should all trigger a review of... Read More

5 Steps to a Better Estate Plan

By planning your estate now, you create a legacy that reflects what makes you you. You can do this by creating a secure future for your loved ones and also ensuring your support for the places, people, and causes close to your heart continues for... Read More