Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
3 Estate Challenges for Blended Families
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.