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Aug 24, 2023

Featured Article on WealthManagement.com: Gifting Complex Assets

A simple approach to helping clients maximize charitable impact and reduce taxable income. In this article, Randy discusses The National...

Aug 22, 2023

Interview with Eileen Heisman

Realizing the Philanthropic Advantage of Donor-Advised Funds in Charitable Planning When did you last discuss donor-advised funds with...

Aug 1, 2023

Featured Article WealthManagement.com: Lessons for Advisors From Aretha Franklin’s Estate Woes

Estate Planning Advice by Two Hawks Consulting In this article, Randy discusses the estate planning woes of the late singer Aretha...