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Celebrating National Estate Planning Awareness Week: October 18-24, 2021
Posted October 2021

More than 50% of Americans need to update or create their estate plans. If you are one of them, you may recognize these common situations.

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The Many Benefits of Making Charitable Gifts Through Your Estate
Posted September 2021

Giving through your estate can be done in a variety of ways—and may possibly be the best way to achieve your charitable goals.

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Do You Have a Beneficiary Backup Plan?
Posted August 2021

In addition to needing a will, you need a beneficiary backup plan to make sure your assets are distributed according to your wishes.

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You Can Make a Charitable Gift That Keeps Your Options Open
Posted July 2021

Bequests and beneficiary designations are gifts where you can change your mind if you need to.

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