Person holding a blue debit card, emphasizing end-of-year charitable giving and financial planning.

End of Year Charitable Giving

‘Tis the season for giving - especially for end of year charitable giving. In fact, one third of all charitable giving occurs in December, with the final three days of the year accounting for a whopping 12% of the entire year’s total.
December 7, 2017
Elderly couple reviewing and signing estate planning documents, emphasizing the importance of legal preparation for family protection.

Estate Planning Tips

An estate plan – especially a trust – can do more than just transfer ownership of certain assets to its beneficiaries. Here are some things that you might not have realized estate planning can do for you:
October 17, 2017