“I’m Booked!” The Optimism of George Burns Can Help You Complete Your Estate Plan
Posted May 2021

Estate-plan procrastination is common among Americans, but George Burns’ optimistic look at the future can serve as inspiration.

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Spring, and Every Other Season, Can Inspire Your Charitable Giving
Posted April 2021

What inspires your charitable giving? This article shows how each season of the year may inspire you.

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It’s Almost Spring - Time for “Spring Cleaning” of Your Charitable and Estate Plans
Posted March 2021

Here are some suggestions for your spring to-do list, including looking at your estate plan and your charitable plans.

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Payback: We Like to Help the Charities That Helped Us—And Sometimes We Can Benefit Again
Posted February 2021

Our sense of fair play inspires us to “pay back” the organizations that have supported us—and our gift can have tax benefits.

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