Tying The Knot and Making A Difference

September through October are peak wedding months, so it's little surprise that February ends the four-month window for many marriage proposals. When some clients recall the months before their weddings, they may remember traipsing to a department store to write out a gift registry that incl…

Clean Slate: Tips for Charitable Giving in 2024

A new year is such a great time to plan and reboot. Cliche as it may be to talk about resolutions this time of year, it’s tough to deny that January represents a clean slate for “to do” lists, goals, and your overall mindset.

As you think about your 2024 charitable giving goals and pr…

When It’s Time to Change … Time and Time Again

If you’re an estate planning attorney, you know how important it is to keep wills and trusts current and in line with your clients’ intentions. And if you’re an accountant or a financial advisor, you’re always looking for frictionless and tax-savvy ways for clients to improve their f…

4 jewels of charitable giving in your clients’ golden years

The rising popularity of the Qualified Charitable Deduction - ”QCD”--appears to be inspiring an increasing number of retirees to re-evaluate their charitable giving plans. Before the clock winds down on 2023 giving opportunities, be sure you’re familiar with the various charitable givi…