Category: Charitable Giving

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Epiphany: On Charitable Giving

Posted on January 6, 2021

We ended our 2020 blogging on a more somber note. Seemed appropriate. Coincidently, this week’s blog falls on the Epiphany. I can’t think of a better way to start the new year than taking a moment to consider our blessings and good fortune.

Whether you are a believer in...

Giving Back as Part of Your Estate Plan

Posted on November 6, 2019

For many clients, philanthropy is already part of their everyday life. Whether it be involvement in one or more charitable organizations, or regular giving to religious or civic organizations. As we are approached to develop estate plans, many clients are surprised to learn of the many ways they can provide for longer...

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