Blog

4 Ways to Use Charitable Giving in Estate Planning

When we discuss estate planning, the idea of leaving a legacy often comes to mind. Charitable giving is a powerful way to do just that while also reflecting your passions and values. By incorporating charitable donations into your estate plan, you can continue to support causes that matter to you long after you’re gone. Whether...

Faces of Our Client Community: Michelle and Mike Arulfo

[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] As in all healthy marriages, Mike and Michelle Arulfo don’t always see eye to eye. One of those minor conflicts was over estate planning. Michelle was ready, but Mike, she says, “wasn’t ready to talk about end-of-life and felt we were too young to start planning.”   “It was...

Faces of Our Client Community: George Broostin

[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] “You never know what life is going to hold for you,” says George Broostin of his decision to work on his estate planning. “Unexpected things can happen no matter what your age.” At the time, George and his husband, Jake, were making a life transition that involved a...