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Celebrating National Estate Planning Awareness Week: October 20-26, 2025

October 2025

Did you know National Estate Planning Awareness Week starts October 20? Read more to see four questions you should consider to ensure your estate plan is complete.

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The Reconciliation Bill: New Rules for Charitable Gifts

September 2025

Do you know how the new tax laws will affect your charitable giving opportunities and benefits? Read more to maximize your tax savings while realizing your philanthropic goals.

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August Is National Make-A-Will Month—Time to Make the Most of Your Will Power

August 2025

If you’ve been putting off creating or updating your will, August is the perfect time to ensure your plans are in place. Read more about the importance of having an up-to-date will.

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Alphabet Soup and Timing: 70½, IRA, 108, QCD, 73, RMD, 25

July 2025

Do you know how to ensure tax benefits and maximum impact from your IRA charitable rollover? Read more to learn how to best time your gifts and much more.

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