Stay Informed With Our Estate Planning Insights
Spring is a time for fresh starts—and that includes your estate plan. While many people focus on drafting a will or trust, estate planning isn’t a one-time event
Apr 17, 2025
by Family Estate Planning Law Group
The Benefits of Charitable Giving in Your Estate Plan
Estate planning isn't just about preserving and distributing your assets among your loved ones; it's also an opportunity to leave a lasting impact.
Dec 22, 2023
Family Estate Planning Law Group
Saying “I Love You” Through Estate Planning
February is the month of love. On our blog, there are a few ways you can express your love for others in your estate plan.
Feb 16, 2023
Family Estate Planning Law Group
Ways to Give Back this Holiday Season
The values of philanthropy can be a part of your estate plan through charitable donations. Read on our blog.
Dec 18, 2022
Family Estate Planning Law Group
The Most Generous Givers Are 65 Plus
Research found that retirees who give, are more likely than their less-generous counterparts to report high levels of happiness and a sense of purpose.
Jul 23, 2019
Family Estate Planning Law Group
What You Need to Know About Charitable Giving
Even with new tax laws in place, there are still advantages to philanthropy, at all levels of giving. Learn more on our blog and call us for help.
Jun 20, 2018
Family Estate Planning Law Group
Can You Make Charitable Donations from Retirement Accounts Without Triggering Taxes?
If you roll the money over to an IRA first, you can donate funds from your 401(k) Required Minimum Distribution tax free.
Dec 20, 2017
Family Estate Planning Law Group
Advisors Education Series
Welcome to the homepage of our Advisors Education Series! We offer a series of workshops and webinars to professional advisors as part of our commitment to education in the estate planning realm. To view the calendar of a specific educational event type or to register, please follow the links below.
Your life, your legacy – let’s plan it together
Whether you’re just starting to think about your legacy or need to adjust an existing plan, our dedicated team is ready to help. Through personalized guidance and lifelong support, we ensure your estate plan evolves with you—protecting your values, your assets, and your loved ones.
