Leaving a Legacy

There's more to your legacy than money.

Legacy Planning

What exactly is "Legacy Planning?" Well, let's talk about it! 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, your loved ones may not...

Tips for Charitable Giving

Want some tips for charitable giving? 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 get in those...