Estate Planning

Giving Tuesday 2019
’Tis the Season for Gifting – Giving Tuesday 2019 Edition
Three simple charitable donation strategies to consider this Giving Tuesday (or before the end of the year) What better day than Giving Tuesday to re-run our charitable gifting blog from December 2018? Continue reading below to see three simple ways...
continue reading
Did You Know? Naming a Beneficiary on Real Estate Holdings
We love to hear your input! The idea for this blog came directly from a recent conversation with a client. If there are any topics you’d like to learn more about please let us know! Earlier this year we wrote...
continue reading
do I need a will?
Do I Need a Will?
Did you know more than half of all Americans don't have a will? Right now you might be asking yourself: "do I need a will?" If so, you clearly aren't alone.   The last thing most people want to think...
continue reading
’Tis the Season for Gifting
Four gifting strategies to consider before year end. As we approach the holiday season, three things always seem to remain constant. One, your stress level will probably increase. Two, your impending tax bill will start to take shape. And three,...
continue reading