Using a donor advised fund to bunch charitable giving
Written by Brad Long, CFP®, MBA, CPFA™
Posted on September 04, 2024
How counseling can help grievers face anniversary moments
Written by Jennifer Ward, LMSW, Bereavement Counselor, Chesapeake Life Center
Posted on August 26, 2024
Digital assets: Planning now for your digital legacy
Written by Laura T. Curry, Managing Attorney, Sinclair Prosser Gasior
Posted on August 13, 2024
Avoid costly mistakes: Name and update beneficiary designations
Written by Steven Heinl, Partner, Hyatt & Weber, P.A.
Posted on June 20, 2024
Inherited a home? Be smart about property insurance
Written by Jeff Burchman, President, Burchman Insurance Capital
Posted on May 23, 2024
5 strategies for philanthropy and taxes in April 2024 and beyond
Written by Eric Siegfried, CPA
Posted on April 25, 2024
