Help for Ukraine

We know many of you are gravely concerned about the humanitarian and economic crisis created by the invasion of Ukraine by Russia. If you would like to help, here are some resources where you can direct your giving. The local chapters of the United Way of […]

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 […]