Search Posts:

Is Equal What's Right?

Is Equal What's Right?

Article Type: General ArticlesTips & Insights

Dividing Your Estate Among Children

Many parents assume they should create a will or trust that gives every child the same amount, in the same way.

However…

An estate plan based on equality often leads to results that are not helpful, and in some cases, does more harm than good.

Read More

The CARES Act and Charitable Giving

The CARES Act and Charitable Giving

Article Type: NewsTips & Insights

On March 27, 2020, President Trump signed into law the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The massive $2.2 trillion stimulus package is intended to provide swift relief to individuals and organizations alike, in the midst of the global Covid-19 pandemic.

In addition to direct payment and other provisions that may benefit your family, here are several CARES Act items and other considerations related to your giving.

Read More