Gifts

September 29, 2021

Your 2021 Year-End Planning Checklist

2021 has been another year of unknowns. Among those is what income tax and estate […]
August 10, 2020

Preparing Your Will

You’re finally ready to sit down with an attorney to have your will drafted but […]
June 18, 2020

Planning in a Low Interest Rate Environment

To say 2020 has been a challenging year is surely an understatement, and we are […]
February 14, 2020

Estate Planning: Keep Your Eye on the Sunset

“Go big or don’t bother.”  Those are the words we find ourselves saying to clients […]
August 27, 2019

Some Gifts Keep on Giving: Maximizing Tax Savings with Grantor Trust Asset Substitutions

On my desk, just below my monitor, I have three small LEGO® toys: a rainbow […]
December 28, 2014

‘Tis the Season

During the holidays, many people’s thoughts turn to gifts. Folks find they are either spending […]
November 10, 2014

Planned Giving Problems and Solutions: Make Sure Your Wishes Come True

It is inconsistent that so many generous folks, who relished giving during their lifetime, leave […]