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The art of giving what you can't take with you

How to start planning for the future of a valuable collection.

Estate & Giving

Infographic: Three “T’s” of effective trustees

These qualities can help set your beneficiaries up for success.

Estate & Giving

Global giving

A guide to tax considerations and trusted partners.

Estate & Giving

Private foundation vs. DAF: Are you driving the right giving vehicle?

Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.

Estate & Giving

Ensure peace of mind with an heir preparation packet

Help your loved ones navigate a difficult time with a comprehensive guide when it’s needed most.

Estate & Giving

Generous estate and gift tax exemptions may end soon

5/6/2025

Now’s the time to review your estate and gifting plans.

Estate & Giving

Charitably minded investors can satisfy RMDs with QCDs

Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.

Estate & Giving

The dual benefits of non-cash donations

Maximize your philanthropic mission and minimize taxes.

Estate & Giving

529s are more than a college savings tool

These versatile savings accounts are a powerful estate planning vehicle.

Estate & Giving

Choosing the right charitable giving vehicle for your goals

Understand the differences between giving vehicles.

Estate & Giving

Strategies for keeping your beloved home within the family

Preserving your property across generations takes thoughtful planning and open communication.

Estate & Giving

HOW CAN WE HELP YOU? SCHEDULE A COMPLIMENTARY CONSULTATION.

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