The desire to leave a legacy has led many people to estate planning and charitable giving with a philanthropic heart. It’s a lot more than a way to reduce taxes, although it does that quite effectively. Ultimately, your choice of charities reflects your values and your purpose in life.

Estate planning for business owners can be extremely complicated. Working with an estate attorney or a professional fluent in estate planning for business owners will help ensure that their needs are met and that they have adequate estate planning.

Our very own Director of Client Engagement, Jennifer White, was recently featured in an issue of RIA Intel. The article discusses the ideal frequency for advisors to meet with clients and the importance of defining communication standards.

Have you ever jumped off the sofa declaring “I need a vacation” and then sped off in your car toward the airport? Of course not! You planned. After everyone agreed on where to go, you checked calendars, chose dates, and reserved flights, hotels, and various activities. Then you waited weeks or months for the special date. In the meantime, you squared everything away at work so nothing would interrupt your big trip.

Perhaps one of the most heartbreaking points of Anthony Bourdain's death is the mere fact that he thought his 11-year-old daughter was going to be taken care after he was gone. As reported in the press, he left an estimated $1.21 million estate to Ariane Bourdain. Unfortunately, she will most likely end up with a fraction of this. So why is this?