Five Reasons Why You Need an Estate Plan

And How to Start the Estate Planning Process Most people understand the importance of preparing an estate plan yet doing so can be an overwhelming task. However, there are important reasons why, regardless of your age or family situation, you should consider getting the process started sooner rather than later. For ...


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Donor-Advised Funds

Why this Charitable Giving Strategy is Gaining Popularity Among Physicians Charitable giving is an important part of our American culture. According to Giving USA, Americans donated $427.71 billion to U.S. Charities in 2018.1 In recently years, donor-advised funds (DAFs) have gained popularity ...