An Estate-Planning Checklist for the New Year
Posted January 2026

Have you recently created or updated your estate plan? Read more to learn about some of the key elements you should be sure to include in a complete estate plan.

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Use Charitable Giving’s “Superpower” to Guide Your Year-End Planning
Posted December 2025

Do you have a plan to control the most important elements of your charitable giving? Read more to learn how to make the most of your year-end planning opportunities.

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How New Legislation Could Affect Your Charitable Giving Before Year-End
Posted November 2025

Recently enacted legislation could mean more tax benefits for charitable gifts made before year-end. Read more to learn how to maximize your giving and save taxes.

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Celebrating National Estate Planning Awareness Week: October 20-26, 2025
Posted October 2025

Did you know National Estate Planning Awareness Week starts October 20? Read more to see four questions you should consider to ensure your estate plan is complete.

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