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Estate Planning and COVID-19 (click here to read more)03/27/2020
In these critical weeks, you may have questions or wish to change or develop your estate plan and documents. We are working remotely and remain available to serve you, whether you are an existing client or wish to become a new client. This event has caused uncertainty over many procedural issues and brings new changes every day, but we actively monitor these changes and adapt as needed.
Is Philanthropy the Right Word Anymore? New Approaches for Donors and Their Advisors
Thomson Reuters Taxation of Exempts Journal (Jan/Feb 2020)January/February 2020
This article examines how to advise wealthy families and the nonprofits they support to adjust the strategy in the new environment for philanthropy.