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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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