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May 2022
“Preparing Your Loved Ones” Series: Guardians & Minor’s/Spendthrift Trustee
If you have minor children, there may be no more important legacy-planning decision than naming guardians for them in case of your death or incapacity. Deciding who will parent your child(ren) in the event that you can’t can be a tough and emotional process, but it’s essential to ensuring that your children thrive even if you can’t be there for them. Naming a trustee for a Minor’s Trust or Spendthrift Trust—set up for the benefit of your heirs—can also be…
Find out more »November 2022
2022: Year-End Giving & You
Did you know that about one-third of American charitable giving is done in December, with a whopping 12% of all gifts happening in the last three days of the year? The bottom line: year-end matters for the causes you care about...and it has the potential to dramatically impact your tax burden! During this free, one-hour webinar, we’ll cover the latest legislation and tax laws and how they could impact your year-end strategy. Then we'll go over a number of valuable…
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