Are Your Loved Ones Covered?
October is National Estate Planning Awareness Month and a great time to ensure your loved ones are protected. Experts recommend you review your plans every 5 years or any time...
05 October, 2021
Did you say … estate planning for my college-age child?
There are three important documents you should execute before you send your child to college to help ensure their health and well-being. Are your children protected? ...
17 May, 2021
An easy way to save on taxes while impacting your favorite charities
In 2020, as part of the CARES Act, Congress approved a special, above-line tax deduction for cash gifts to qualified charities up to $300. That means even if you don’t...
11 March, 2021
How to Protect the People and Causes Most Important to You
If you don’t protect your loved ones and the causes that matter most to you, who will? The only way to guarantee your wishes are followed is to take the...
19 January, 2021
Charitable Planning Essentials for the Pandemic and Beyond
Join Harrison Miller, CAP®, vice president of Fidelity Charitable, as he shares advice about the right assets to donate. Gain insights on why you should look beyond cash...
22 September, 2020