May 1, 2025 | Recent News
Economic turbulence, inflation concerns, and a general sense of financial instability have made 2025 very challenging for a lot of people. As you consider how to support your favorite charities this year, take a moment to evaluate which assets may be best suited for...
Apr 1, 2025 | Recent News
If you’ve ever considered wrapping charitable giving into a child’s birthday party, you are not alone! Lots of parents are encouraging their kids to have guests bring gifts to charity instead of presents, whether it’s collecting books for a children’s...
Apr 1, 2025 | Recent News
It’s a natural human response to want to help in a crisis–even though it’s hard for many people to ask for help. Indeed, Stanford social psychologist Xuan Zhao notes that people generally underestimate others’ willingness to help and overestimate the...
Apr 1, 2025 | Recent News
At some point during your adult life, you’ve likely realized that it would be wise to put in place a will, trust, and powers of attorney, as well as undertake at least a basic level of financial planning to stay on track with retirement and other wealth-related goals...
Dec 2, 2024 | Recent News
You’re likely well aware of the important role life insurance can play in your estate and financial plans. Indeed, more than half of GenX and Baby Boomers hold life insurance policies, and annual payouts from these policies total nearly $800 billion! What you might...
