Blog

Celebrating National Estate Planning Awareness Week: October 17-23, 2022
Posted October 2022

Did you know National Estate Planning Awareness Week starts October 17? Read more to learn why creating your estate plan is so important.

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How Will You Spend Your Retirement Years?
Posted September 2022

Do you have a plan for the things you want to accomplish during your retirement years? Read more to learn how to create your legacy with thoughtful retirement and estate planning.

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Time to Take Action: August Is Make-A-Will Month
Posted August 2022

Is your estate plan complete? August is National Make-A-Will Month—the perfect time to write or revise your will. Read more to learn about the many benefits of a thoughtfully prepared will.

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4 Tips to Ensure Your Gifts Successfully Reach Their Intended Recipients
Posted July 2022

Do you know the four main reasons why end-of-life gifts may not come to fruition? Read more to learn how to ensure that your gifts are realized.

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It’s Time to Plant Your Garden … And Your Estate!
Posted June 2022

Do you know the four important steps that gardening and estate planning share? Read more to learn how to achieve best results when planting your garden and planning your estate.

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Making the Pieces Fit: How to Solve a Gift-Planning Puzzle
Posted May 2022

Do you know how to make all of the pieces of your gift-planning puzzle fit together to meet your charitable goals? Read more to learn how to ensure your plans are fulfilled.

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The Importance of a Plan B: Alternative Gift Options to Ensure Your Goals Are Met
Posted April 2022

Do you have a “Plan B” for your charitable giving intentions? Read more to learn about three ways you can create a back-up plan to make sure your goals are achieved.

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Who Are the Three Primary Members of Your Charitable-Planning Team?
Posted March 2022

Did you know that charitable giving can be like a team sport? Read more to learn how to assemble the best team to help you achieve your philanthropic goals.

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Password Management: A Key Element of Estate Planning
Posted February 2022

How many passwords do you currently have? Have you ever had to have a password reset? Read more to learn why password management is an important part of any estate plan.

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3 Strategies for Letting Your Passion Guide Your Giving in 2022
Posted January 2022

Do you want to make the most of your charitable giving in the new year? Read more for three strategies to let your passion help guide your generosity.

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Coming in the New Year: Lower Required Minimum Distributions from Retirement Plans
Posted December 2021

Do you know how the new required minimum distributions will affect your long-term personal and charitable plans? Read on to learn more about the changes coming in 2022.

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6 Charitable Opportunities to Consider for Your Year-End Gift Planning
Posted November 2021

Do you know how to make the most of your year-end gift planning? Here are six charitable opportunities to keep in mind.

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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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When Considering a Charitable Gift, Ask Yourself These Four Questions
Posted June 2021

How much should you give? When? To which charities? With what assets? Find out what you should consider when answering these four key questions.

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“I’m Booked!” The Optimism of George Burns Can Help You Complete Your Estate Plan
Posted May 2021

Estate-plan procrastination is common among Americans, but George Burns’ optimistic look at the future can serve as inspiration.

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Spring, and Every Other Season, Can Inspire Your Charitable Giving
Posted April 2021

What inspires your charitable giving? This article shows how each season of the year may inspire you.

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