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Charitable Giving
Charitable Giving - "Dead or Alive"
Giving to charity is often an important part of clients’ estate plans, so let’s explore some...Make Charitable Giving a Family Learning Experience
As parents we often struggle with teaching and shaping our family’s values. Fitting time in for...How Your Appreciated Stock Can Reduce Your Tax Bill
It was a great year in the stock market, especially for long-term investors. Assets in...Giving Made Easy: The Perks of Donor-Advised Funds
Charitable giving is a noble endeavor. However, administrativetasks can make this a daunting...Overcoming Inertia to Accomplish Your Charitable Giving Goals
What does it mean to leave a legacy? How do each of us define our legacy? These are deeply personal...