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Nov 7, 2023

Interview with Suzanne Shier

Encouraging Strategic Generosity Strategic generosity is a deliberate and purposeful approach to philanthropy. It involves thoughtful...

Oct 23, 2023

Featured Article: Four Strategies for Donating a Home to Charity

It's often a better option, both in terms of dollars and cents and family stress, than passing on a residence to heirs. In the article,...

Sep 25, 2023

Featured Article on WealthManagement.com: Dynasty Trusts: Separating Fact from Fiction

Economical estate planning, creditor protection and peace of mind for HNW clients in the face of sunsetting Trump-era estate exemption...