Financial Planning

Donor-advised funds let you give without the hassle

Manage your legacy with a donor-advised fund.

By Elaine Blades and Malcolm Burrows |October 17, 2013

2 min read

Protect your privacy as a donor

Giving anonymously lets you donate on your own terms.

By Melissa Shin |September 24, 2013

4 min read

Conversation starter – Keep business expenses separate

Need to break the ice with clients about keeping their business expenses separate? Try this and then send them this article.

September 13, 2013

1 min read

Action idea – Use a trust, not a will

Need to get your client thinking about estate planning? Try these tips.

September 13, 2013

1 min read