Business · December 16, 2024

Year-end is the perfect time to reflect on how you can give back while creating a lasting legacy. Charitable giving through your estate plan offers powerful ways to support causes you care about and leave a meaningful impact. From direct bequests and donor-advised funds to charitable trusts and family foundations, thoughtful planning can maximize the difference you make while providing tax benefits for your heirs. Click to explore strategies that align your giving with your values and ensure you

Business · November 22, 2024

Ensuring the longevity of your business goes beyond daily operations—it’s about preparing for the future. This guide emphasizes the importance of succession planning, ensuring that your business continues to thrive without you. Learn how to select a successor not just based on skills but on shared values and trust, how to integrate new ideas while preserving core values, and how to foster relationships that bridge generations. Effective succession planning protects your legacy and the relationsh