OUR LATEST – FOUNDATIONS & ENDOWMENTS

April 2020 Investment Perspectives

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Our experts comment on the impact of the coronavirus on stock market returns and more.

Tax Day Delayed To July 15

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As COVID-19 grips the nation, the IRS delayed the deadline to file and pay federal income taxes. Read more.

Our Response To COVID-19

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Our offices are open and our services continue uninterrupted. Read more.

January 2020 Investment Perspectives

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Our experts comment on the stock market returns, interest rates, estate planning, retirement planning and more.
tax folders

Be a Responsible Property Owner: Properly Store Your Documents

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While record-keeping can be a tedious task, it's essential to being a responsible property owner.
law office

Understand Proposed IRA Changes Before Making Estate Planning Decisions

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Changes may be on the horizon for legislation regarding Individual Retirement Accounts (IRAs). Understanding and reviewing the proposed bills is prudent before making estate planning decisions.
stocked refrigerator

Chill Before Serving to Avoid Family Litigation

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Litigation can be destructive to families, both financially and emotionally. Learn how families can avoid the courts to settle their differences.

October 2019 Investment Perspectives

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Our experts comment on the recent yield curve, estate planning and more.
empty picture frame

What Does Your Family Look Like?

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Family structures have become more complex over the last few decades. Most households are now the result of blended families with working moms, adopted kids, second marriages, and the list goes on. Your estate plan needs to be customized for your specific situation.
financial abuse in elders

Alzheimer's And Dementia Patients Are Easy Prey For Scammers

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Avoid being a victim of financial exploitation.
silo

Don't Be A Silo

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Individual trustees do not need to face all the challenges alone.

July 2019 Investment Perspectives

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Our experts comment on the stock markets, estate planning, taxes and more.
yellow brick road

Staying on The Yellow Brick Road

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Financial exploitation and elder abuse continue to rise. How can you protect yourself and your lifetime savings? Read Lesa's article.

DPOA: A Document With Super Powers

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A Durable Power of Attorney is a super document. It allows a trusted representative to act in your place. Learn how a DPOA can help you.

April 2019 Investment Perspectives

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Our experts comment on the stock markets, retirement planning, financial planning, taxes and more.
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