Donor-advised funds (DAFs) are usually free and easy to establish and can be used a variety of beneficial ways in your estate plan. A donor-advised
My office frequently interacts with compliance officers of major banks and brokerage firms. From time to time, we receive curious inquiries from their offices after
I was in a client meeting not too long ago, and I asked “Brent” and “Linda” sitting across the conference room table from me a
Rather than focusing on estate planning in this article, I plan on sharing the wisdom from clients who have successfully navigated many years of successful
Last November we lost Aaron T. Beck, a psychiatrist who was a professor in the department of psychiatry at the University of Pennsylvania. He is
First off, I want to wish all my readers a Merry Christmas and a Happy and Healthy New Year. 2021 certainly was chock-full of surprises.
In this season of giving, I think of the most valuable gift I received. It was no less than 45 years ago when my great-grandmother,
Did you move to Florida while maintaining your residence in another state with plans to one day downsize that residence? If so, you might want
I imagine that when patients enter a physician’s office and makes demands for specific medications after being influenced by an advertisement is perpetually frustrating for
Dan Sullivan, founder of the Strategic Coach program, says that “so long as you can write a check to solve a problem, it’s not a
