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estate planning

Is Your Will Up to Date?

Making a will is not fun. We know. It’s right up there with taxes on the list of things we’d rather not think about or deal with until we absolutely have to, right? But nothing in life is certain except death and taxes. We’ve all heard the saying. Why not sleep a little better at […]

An Overview of Charitable Giving in Life & Death

Through the appropriate use of wills, trusts, and gifts, you and your family can avoid tax while making charitable gifts to the organizations and causes closest to your hearts. In this brief 2-page read, you’ll learn about charitable giving in life and death. Many thanks to our friend Michael Gluski of Ameriprise for making this […]