There is no specific timeframe where you need to update your estate documents. Many times, you can go many years without needing to update your wills, trusts, or power... Read More
You may already know that donating through a Donor-Advised Fund (DAF) is an excellent way to help charities and possibly save on your own taxes, but there are a... Read More
Those who are charitably inclined, but also early in retirement, often find it hard to balance between ensuring they have the retirement portfolio needed to accomplish their goals for... Read More
Gifting money is a great way to help out a family member in need, or just a way to share your wealth with loved ones. However, there are ways... Read More
There are a number of ways to use your investments to give to charity that not only are great for the charity, but also gives you potentially valuable tax... Read More
We think of Estate Planning as 4 main topics: Your will, a trust, Power of Attorney documents, and account beneficiaries. Here's how to create and maintain an estate... Read More
One of the hardest things that we do with clients is help process the death of a loved one like a spouse or a partner. Here's some common tasks... Read More
On average, 1 in every 3 inheritances are spent down in 2 years or less. Here's how to create a sustainable, successful plan around your inheritance and some pitfalls... Read More
A will is a basic estate document that every adult should have even if you have a trust. For many households, a will can adequately manage your assets at... Read More
In this post, we walk you through a few key steps that we think about with clients as we develop their charitable giving plan to maximize benefit for charity... Read More
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