Charitable Gifting

The Gift That Gives...In More Ways Than One

It seems we are all inspired to give back during the holidays even in the smallest way. Here are 5 strategies for giving to your your favorite causes and have Uncle Sam help you do it.

Consider Family When Selecting Your Estate Fiduciary

In order to ensure a successful transition of your wealth to those you love, it is important to consider the various responsibilities and relational challenges which may be presented when serving as Trustee or Executor of your estate.

Have You Outgrown Your Advisor?

I believe one of the hardest things to do is find the “right fit” advisor for you and your family. Here's a little education about our industry.

Charitable Gift Planning - Not Just for the Wealthy

Do you want to be able to leave money to your heirs and be able to leave money to the charities and organizations that are near to your heart? Here are some creative strategies that could possibly help.

Money Well Spent...or Saved

Someone important in my life once told me to spend my money on two things: other people and experiences. Giving to people gives back to you and experiences are memories you will always have. Here are 5 alternatives to spending and taking more risk when it comes to your cash.

The Gift of Giving

For most, the holidays represent a season of giving. Although giving to family and friends occupies most of our attention, charitable giving also plays a significant role at this time of year.

Can You Give More Without It Costing More?

It is probably safe to assume that all of us have at one time or another been touched by, and wanted to contribute to, a good cause. And it is probably safe to assume that all of us have wished we could do more for that something that touched our heart. What if I told you that it is possible to do more and it may not cost you anything?...