Charitable Giving – It can help you and others

Last month, a Texas businessman bestowed a quarter-billion dollar gift upon the Kentucky college he attended a half-century earlier. Sam Simon, a co-creator of the popular TV Cartoon, The Simpsons, after a diagnosis of terminal cancer and a near-fatal medical scare, engaged in trust planning to benefit the animal and homeless persons’ charities he supported […]

Back from Vacation!

I love getting back to work after a vacation! That fresh perspective and renewed vigor make me excited about helping clients in more ways. I hope you also took a vacation recently and got well-deserved rest and relaxation, and also a renewed energy for your work. -Dan-