The desire to make a difference doesn't end when we're gone. For many people, incorporating charitable giving into their estate plan provides a way to support causes they care about while creating a lasting legacy. Read more…

When it comes to planning for your family's future, the options can feel overwhelming. Should you get a will? Create a trust? And what happens if you do nothing at all? These aren't just academic questions - your choices today will impact your loved ones tomorrow. In this second installment of a two-part Q & A series, I’ll break down the key differences between your primary estate planning options and explore practical ways to ensure your family is protected, no matter what the future holds. So, let’s dive in, beginning with a question about the basic estate planning documents.

With a new presidential administration onboarding in just a few weeks, significant changes coming to estate tax exemptions, and interest rates in flux, you may be wondering how to protect your assets in the face of uncertainty. Read more…

When legendary singer Tony Bennett passed away in July 2023, he left behind an estimated $100...