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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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Six Steps to Getting Your Estate Plan in Order in the New Year
Posted February 2018

Sometimes things you don't address today can come back to haunt you tomorrow.

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Take Advantage of the IRA Charitable Rollover for This Tax Year
Posted December 2017

The IRA charitable rollover has become one of the most popular ways to make gifts to charity, and many donors make IRA gifts in December as part of their year-end strategy to reduce taxes ...

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