Making Estate Planning Your Own

Estate Planning for those you love can dramatically alter the course of your family for generations. A good estate plan is profoundly human in its touch points, reflecting the dynamics and needs of the people you love and the causes you cherish.

Planning to Maximize Year-End Charitable Gifts

Tax reform, if passed, will provide a limited window in which to take advantage of the old rules and maximize deductions. In light of the proposed reform, we want to highlight a few key strategies to consider as we approach year-end.