The Pre-Flight Checklist: Double Check Your Beneficiaries When we flew in Jim’s Cessna 170, we had no idea it would be the last time. For years, my son has shared his dream of becoming a pilot. Spending time with Jim and flying in his plane is a memory we will […]

Give Cash Last: Top 6 Ways to Donate to Receive the Biggest Tax Break When meeting with our philanthropically minded clients, we often say, “give cash last.”  Donating cash is simple, but it’s not always the most tax efficient.  As we are nearing the end of the year, many clients […]