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Charitable Giving Made Easy

A donor-advised fund offers an easy way for a donor to make significant charitable gifts over a long period of time. It’s similar to a private foundation but requires less money, time, legal assistance, and administration to establish and maintain. A donor-advised fund also enjoys greater tax advantages than a private foundation.   What is […]

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Taking a Comprehensive Approach to Your Financial Life

Money means different things to different people. Each of us has different dreams. You may want to achieve financial freedom, provide seed capital or a top-flight college education for your children or grandchildren, have a vacation home on the beach or in the mountains, or leave behind an enduring legacy that will allow you favorite […]

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