Interesting Articles
September 2018
It’s Back to School—And a Charitable Gift Can Help Pay for College
Parents and grandparents of college students can help them pay for their education and make a gift to us by setting up a charitable trust.
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Accelerating Testamentary Gift Can Yield Major Savings
Posted August 2018
Following the passage of the Tax Cuts and Jobs Act (TCJA) at the end of 2017, philanthropic American taxpayers are facing steeper hills to climb in pursuit of estate-tax savings ...
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8 Changing Life Circumstances That Should Prompt You to Take Action and Review Your Will and Estate Plan
Posted June 2018
A change in your family means it is time to review your will and estate plan.
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The Season of Life, the Gift of Life Insurance
Posted May 2018
Your taxes are paid, the flowers are blooming, those April snow showers are a distant memory as spring takes full hold.
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So Where Are Your Most Important Estate-Planning Documents?
Posted March 2018
For most of us, encountering one of life's milestones prompts us to prepare a will—and we finally go through the process of assigning assets to our loved ones and charitable beneficiaries.
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