Leaving a Legacy

There's more to your legacy than money.

Legacy Planning

Legacy Planning:  Leaving More to Your Loved Ones Than Money That Will Be Lost Quickly The assets you leave to your loved ones can either be a source of relief or, sometimes, a source of panic if they don’t know how to manage those assets. Unless properly prepared,...

Tis the Season to Be Gifting

‘Tis the Season to Be Gifting:  How to Do It Right Not many people would view the IRS as a charitable organization, but you might if you plan your gifting appropriately - i.e., in a way that will benefit you on your income and gift taxes. Here are guidelines when...

Tips for Charitable Giving

10 Tips for Charitable Giving This Holiday Season According to a recent Forbes article, Americans donated more than $316 billion to charity last year – and most of that came from individuals.  Holidays are a traditional time of giving, and not just because we like to...