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    Charitable Giving Through Legacy Planning

    Most of our readers and clients are concerned about more than just making a will or trust; they want to leave a legacy which reflects their values and beliefs. One popular way to do this is to make charitable giving a part of your estate plan; but you don’t have to...

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    When is the Best Time to Plan Your Estate?

    The estate tax laws of the past few years have been so inconsistent that many people are still “waiting for things to even out” before they create (or update) an estate plan. This wait-and-see approach seems perfectly reasonable on the surface; after all, nobody wants...

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