After being on my own since 2011 (that’s 12 years – my longest “job” tenure...
There are many angles to planned giving – Is it about the “vehicles”? The tax...
In the summer of 1992, my first law school summer, I interned for the Planned...
With the next new Legacy IRA Act primed to bring more Planned Giving into your...
Next Wednesday, January 18, 2023 2 PM EST I will be on a panel discussing...
With the next new Legacy IRA Act primed to bring more Planned Giving into your...
I have been waiting for around 20 years for this!!! (Back in 2002, I already...
I tell my clients all the time that in the planned giving world, people skills...
I have wanted to share these two gift stories for a long time and yesterday,...