An early update on the IRA rollover provision!
RELATED STORIES
In speaking with client recently, she wanted to know if there is a way ensure...
Click here to test out my LifeLegacy page and create a Will, Power of Attorney...
Thank you to everyone who has followed this blog, some of you have been with...
I started my journey in Planned Giving in the summer of 1992 – 32 years...
35% of adults in the U.S. say they or someone they know experienced familial conflict...
I have been asked to offer a 4-part interactive Zoom Planned Giving Boot Camp starting...
The Great Wealth Transfer: Is It Really Here? Webinar Sept. 20, 2 pm EST For...
For those who have been following my blog (founded in 2010), you should know that...
After being on my own since 2011 (that’s 12 years – my longest “job” tenure...