Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Take the Stage: Commitment and the Money Conversation
Congratulations, you’re ready to commit. Perhaps you now share keys to the same front door or there’s a ring in your future.
Planning Your Legacy
Legacy or estate planning is part of good retirement planning. Here are a few things to consider when working on your plan.