Choosing a Gift to Give a Charity

Published August 2020. Tax laws and figures have changed since then; contact us for current guidance. If you are considering making a donation to a public charity, you are not limited to donating cash. Depending upon your financial situation, giving objectives, and...

What to do with the family heirlooms and keepsakes

When most people think of estate planning, they think of assets that include money, real estate, and personal property. But, included in someone’s estate could be invaluable personal property, such as family heirlooms or keepsakes. This type of property should not be...