What will we do?

What will we do?

As long time readers know, I’m delighted every so often to hand over the blog reigns to my wonderful colleague Sarah Morkin, our Operations Director. Sarah’s shared some of the wisdom she’s learned from her family over the years. As you will read below, sometimes...
A different kind of legacy

A different kind of legacy

Congratulations on surviving another crazy, crazy year! While 2021 has been somewhat more positive than 2020, give yourselves a pat on the back for a job well done! This month, I’m going to feature a different kind of legacy gift – I hope you enjoy the...
Who you gonna call?

Who you gonna call?

Year end is almost here, so this month’s blog is a testament to the fall season. Remember to get your charitable donations completed before year end (especially for gifts of securities!), and if you are turning 71 this year, you will also need to convert your...