As summer approaches, many of us have already tackled those spring cleaning projects, but have you considered tidying up your financial closet and reviewing your philanthropic to-do list? Charitable gift planning can be approached in a similar way to reviewing your wardrobe—what assets do you own that may no longer be a good fit or […]

As one goes through life, one collects things that are important at that moment, but later….well…not so much.  Our office receives a call every month or so from donors who purchased a life insurance policy years ago, often when their kids were born (or when they were starting a business). “I bought it to protect […]