A Letter From Our President | May 2022

As I was preparing for May’s edition of Giving Forward, I thought of all the things we normally associate with May: Mother’s Day, college graduations and Memorial Day, for starters. Sadly, two years ago, we added George Floyd’s murder to our list of memorable days […]

Transfer of Wealth: Following the Money

“The greatest wealth transfer in modern history has begun,” according to a mid-2021 report in the Wall Street Journal. And with tax reform’s big bite into estate values off the table, at least for now, many of your older clients may be thinking seriously about their legacies. And these […]