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Why Everyone Needs an Estate Plan — Not Just the Wealthy
Each October, National Estate Planning Awareness Week (this year, October 19–25, 2026) gives families and advisors a designated moment to…
Good Intentions Aren’t a Defense: D&O Insurance for Nonprofits
Nonprofit leaders frequently make consequential decisions about money, people and programs. But even well-informed and well-intentioned decisions can lead to…
Tax Tips: September/October 2026
A tax-efficient way to transfer wealth As year-end approaches, you may be thinking about ways to align your estate planning…
Help Heirs Reduce Taxes on Inherited Assets
The federal gift and estate tax exemption remains at a historically high level ($15 million for 2026), meaning many families…