News & Resources: Blog

Retirement: Embracing Life’s Changes

Aging is not something we enjoy, but when you consider the alternative, it is a sign of a successful life. With age comes wisdom and many years of life experience. Once we embrace aging and accept all the value that comes with it, we can age with dignity and grace. As we get older, we […]

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The Use of Charitable Trusts to Provide Income to Heirs

A charitable trust is a type of irrevocable trust that provides income to your heirs while benefiting both you and the charity. If you are philanthropically minded with nonessential assets like stocks or real estate, a charitable trust can offer many financial advantages for all those involved. Once in place, a charitable trust is irrevocable even […]

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