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Gift Planning


It’s Tax Filing Season: Did You Take Advantage of Financial and Charitable Strategies?
Posted April 2018

If March Madness describes the three-week college basketball tournament that ends April 2, then April Madness describes tax time.

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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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Booming Stock Market Creates Charitable Giving Opportunities
Posted January 2018

The stock market went on quite a run in 2017, up about 25% during the course of the year. Even more impressive, it essentially went straight up throughout the year, with very few minor dips ...

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