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…