Navigating Estate Planning in a Changing Tax Landscape
One of the most common questions I hear from clients is, “Do I need to rethink my estate plan?” The truth is, the answer is almost always yes. Estate planning is not something you complete once and then tuck away forever. Federal and state tax policies shift regularly, and those changes can affect how families […]
Philanthropy with Purpose: How Local Boards Strengthen Community Foundations
When people talk about philanthropy, the image that often comes to mind is a large donation from a wealthy family or a national campaign to raise money for a big cause. Those efforts matter, of course, but I have learned over the years that the quieter, local work of serving on community boards can be […]