Interesting Articles

Charitable Provisions in Your Will? Giving During Lifetime May Yield Greater Tax Savings
Posted November 2019

If you are planning a charitable bequest, you may want to consider accelerating your plans in order to realize substantial income-tax savings.

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You Likely Need an Estate-Planning Team to Meet Your Financial, Charitable, and Personal Objectives
Posted September 2019

Your estate-planning team may include half a dozen professionals—including us!

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Giving in the United States (Including by Bequest): You’re in Good Company
Posted August 2019

The Giving USA 2019 report found that Americans gave almost $40 billion in charitable bequests last year.

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Like Graduation, a Charitable Gift Is a “Commencement”
Posted July 2019

A charitable gift is a beginning—for the donor, for the organization, and for those who benefit from the gift.

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