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