6 min read
How to Leave a Meaningful Legacy
Estate planning isn't just for the ultra-wealthy. Anyone can leave a meaningful legacy by gifting assets to loved ones and causes you care about. A...
Charitable Giving
5 min read
Tax-Smart Strategies for Gifting Money to Family and Donating Stock to Charity
An estate plan can guide distribution of your assets after you're gone. But gifting money to family and donating to charity while you’re still alive...
3 min read
Charitable Gift Giving Guide
Charitable donations are an effective way to reduce your taxable income while also giving back to your community. According to a recent survey, 64...