Posts about
Estate
Smart Charitable Giving: Maximize Your Impact, Minimize Your Taxes
Charitable giving is a powerful way to support causes you care about, create a personal legacy, and...Fraud Doesn’t Retire: Why Cybersecurity Belongs in Your Estate Plan
Estate planning has always been about preparing for the future—wills, trusts, and making sure...Turning Stocks Into Scholarships
Is your account filled with highly appreciated securities? Do you have children or grandchildren...Life, Legacy, and Love: Estate Planning Essentials
Estate planning is a crucial step in ensuring your assets are managed and distributed according to...Throw Mama from the Train? Good Movie, Poor Planning
Estate planning doesn’t have to feel like a dark comedy, but sometimes, when families avoid hard...Estate Planning is for the Living
When we think of “estate planning,” many of us immediately picture a last will and testament. Who...Controlling From the Grave
You spent your entire working life earning and saving to enjoy your retirement. But unless you plan...Common Estate Planning Pitfalls
Estate planning is complicated. In many cases, people sign a stack of documents at their attorney’s...Life Happens... Are Your Estate Documents Established and Current?
Life transitions often take us by surprise. If you could take steps now to reduce stress for...