The Estate of The Union Season 4|Episode 8 is out now!
The Estate of The Union Season 4|Episode 8 is out now! Choosing the right trustee is one of the single most critical planning decisions you
December 3, 2025
The Estate of The Union Season 4|Episode 7 is out now!
The Estate of The Union Season 4|Episode 7 is out now! We continue our Conversations with Non-Profits series, where our listeners have an opportunity to
October 9, 2025
Combining Philanthropy with Estate Planning
Tax-efficient charitable giving allows you to support causes that matter to you, while reaping a financial benefit.
September 30, 2025
The Estate of The Union Season 4|Episode 6 is out now!
The Estate of The Union Season 4|Episode 6 is out now! We continue our Conversations with Non-Profits series, where our listeners have an opportunity to
September 11, 2025
Creating a Scholarship Fund Reduces Taxable Estate
Establishing a scholarship fund allows you to leave a lasting legacy, while also reducing estate taxes and supporting students in need.
August 12, 2025
The Estate of The Union Season 4|Episode 3 is out now!
The Estate of The Union Season 4|Episode 3 is out now! The Catholic cardinals are in the process of electing a new pope. While that
May 7, 2025
Many Ways to Include a Charity in Your Estate Plan
Charitable giving through your estate plan allows you to leave a lasting legacy, support causes you care about and create potential tax benefits for your heirs.
May 6, 2025
Strategic Gifting can Minimize Tax Liabilities for High Net-Worth Families
Gifting appreciated assets strategically can reduce tax burdens, maximize charitable contributions and preserve wealth for future generations.
March 17, 2025
What Type of Trust is best for You?
While a simple living revocable trust often meets the needs of many individuals, some require more specialized trusts to achieve their goals.
September 19, 2023
The Estate of The Union Season 2|Episode 8 is out now!
The Estate of The Union Season 2|Episode 8 is out now! Homelessness is not going away. How we manage it can be frustrating and sometimes
May 25, 2023