Blog
September 2021
The Many Benefits of Making Charitable Gifts Through Your Estate
Giving through your estate can be done in a variety of ways—and may possibly be the best way to achieve your charitable goals.
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Do You Have a Beneficiary Backup Plan?
Posted August 2021
In addition to needing a will, you need a beneficiary backup plan to make sure your assets are distributed according to your wishes.
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You Can Make a Charitable Gift That Keeps Your Options Open
Posted July 2021
Bequests and beneficiary designations are gifts where you can change your mind if you need to.
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When Considering a Charitable Gift, Ask Yourself These Four Questions
Posted June 2021
How much should you give? When? To which charities? With what assets? Find out what you should consider when answering these four key questions.
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“I’m Booked!” The Optimism of George Burns Can Help You Complete Your Estate Plan
Posted May 2021
Estate-plan procrastination is common among Americans, but George Burns’ optimistic look at the future can serve as inspiration.
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