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March 2023

Stock Market Bringing You Dow(n)? Turn Losses into Wins
Do you know how to turn market losses into wins while also achieving your charitable objectives?  Read more to learn about this tax-savvy giving strategy. 


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When It’s Gone, It’s Gone—Or Is It?

3 Ways You Can Be a V.I.P.—A Very Influential Philanthropist

Four Ways to Give Yourself a “Holiday Bonus” Through Year-End Charitable Giving

Four Tips to Help Achieve Your Personal and Charitable Goals This Giving Season

Celebrating National Estate Planning Awareness Week: October 17-23, 2022

How Will You Spend Your Retirement Years?

Time to Take Action: August Is Make-A-Will Month

4 Tips to Ensure Your Gifts Successfully Reach Their Intended Recipients

It’s Time to Plant Your Garden … And Your Estate!

Making the Pieces Fit: How to Solve a Gift-Planning Puzzle

The Importance of a Plan B: Alternative Gift Options to Ensure Your Goals Are Met

Who Are the Three Primary Members of Your Charitable-Planning Team?

Password Management: A Key Element of Estate Planning

3 Strategies for Letting Your Passion Guide Your Giving in 2022

Coming in the New Year: Lower Required Minimum Distributions from Retirement Plans

6 Charitable Opportunities to Consider for Your Year-End Gift Planning

Celebrating National Estate Planning Awareness Week: October 18-24, 2021

The Many Benefits of Making Charitable Gifts Through Your Estate

Do You Have a Beneficiary Backup Plan?

You Can Make a Charitable Gift That Keeps Your Options Open

When Considering a Charitable Gift, Ask Yourself These Four Questions

“I’m Booked!” The Optimism of George Burns Can Help You Complete Your Estate Plan

Spring, and Every Other Season, Can Inspire Your Charitable Giving

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Ensuring America's Automotive History is Preserved

1965 Lotus F2There are many factors that show America's automotive history is at risk:

  • Our education system emphasizes college-prep and focuses less on the applied arts, crafts and trades. Meaning less young adults are entering the workforce in the areas of restoration and preservation of vintage vehicles, including motorcycles, boats and planes.
  • Car services are becoming more popular and are competing with traditional car ownership.
  • Technological advances have made modern cars more reliable and longer lasting – reducing the need for local repair shops. Hyper-sophisticated safety and environmental requirements make it difficult for a local mechanic to maintain or repair vehicles.
  • Government sponsored museums are dedicated to art, technology, history, air and space, but there is no Smithsonian for the automobile. Many traditional car museums have a limited purpose beyond showcasing the collections of its founders. They're often static in nature, have limited cultural reference and unfortunately, often collapse with the death of their founders with collections sold and dispersed.