Blog
September 2022
How Will You Spend Your Retirement Years?
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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