Your Values Deserve a Place in Your Estate Plan
A recent poll revealed something powerful: 82% of Americans say their values guide their financial decisions. And if your values matter when you earn, save, and invest, they should absolutely …
Honoring the Journey: A Carriage Through Time
Step Into the Past: The Story of a Funeral Carriage from 1884. This elegant black carriage, known as a “double” or “extended-front” brougham (pronounced broom), was once a symbol of …
Enhance Your Charitable Giving with Donor Advised Funds
What are Donor Advised Funds (DAFs)? Donor Advised Funds are a unique and effective charitable giving vehicle that allows you to make tax-deductible contributions to a public charity or community …
Donating to the St. Jude Children’s Research Campus in Memphis
During a recent family trip to Memphis, I had the privilege of visiting the St. Jude Children’s Research Hospital campus. This remarkable organization is dedicated to finding cures for and …
Giving Trusts: It’s a Family Affair
One of my recent articles for Jewish News was on the subject of Giving Trusts. Charitable giving is increasingly considered both a privilege and hobby, yet fewer families give to …