Newsletters

• A Roadmap for Your Family

  A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

• Strategies for Smarter Giving

  In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

• Voluntourism: A Vacation That Makes a Difference

  A volunteer vacation offers an opportunity to give back, meet new people who share common interests, and become immersed in a different culture.

• HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

  New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.