Philanthropic Planning

We make a living by what we get
but we make a life by what we give.

We are committed to assisting you in developing the strategy for sharing the successes you’ve enjoyed with those whom you love, and with the causes that are most meaningful to you. We implement strategies that can help you to maximize your gifts to these organizations so as to create a longer lasting impact. Through philanthropic planning, you are transmitting your hopes, and making them a reality well into the future. Wealth is a powerful tool for the change that we hope to see in our own communities and around the world. Taking the steps to create a philanthropic plan, will allow you to support the values you hold most dear, gift to them in perpetuity, and solidify your legacy.

Epic Insights

May 12, 2021

The San Diego Padres signed infielder Fernando Tatis, Jr., to a 14-year, $340 million contract roughly one year after the Los Angeles Dodgers inked outfielder Mookie Betts to a 12-year, $365 million deal. That brings the total to 8 baseball players who have signed long-term, $300+ million contracts. Think he needs estate planning?

May 10, 2021

What does it mean when two of the most powerful voices in American financial life seem to be saying two different things? In one corner, we have the “Oracle of Omaha,” investor Warren Buffett. As one of the nation’s richest people and most frequently sought opinions on business matters, he’s a voice that gets a … Continue reading “Buffett and Powell Talk Inflation”

May 7, 2021

How can you help cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider

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