Are You Ready for Life?

  • Are You Ready to Give?

    December 7, 2018

    An end of year planning opportunity: Donor-Advised Funds

    A donor-advised fund (“DAF”) is a separately funded or account that is maintained and operated by a §501(c)(3) ...

  • Are You Ready to Review Your Will?

    Last Will and Testaments are a critical component to ensure your assets are protected and pass to the people/organizations you intended. However, some simple Wills have limitations and they are ...

Sign Up for E-News