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

Oct 20, 2021

If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself or DIY investment management can be a bad idea for the retail investor for myriad reasons. Getting caught up in the moment. When you are watching your investments day to day, you can lose a sense … Continue reading “Why DIY Investment Management Is Such a Risk”

Oct 18, 2021

If you are an executor to an estate, you must carry out your duties responsibly. Fulfilling these duties is not only a measure of your ability, but a measure of your character.You can approach these tasks methodically. In fact, it is probably best if you do. Here are the common steps required of executors, before … Continue reading “An Executor Checklist”

Oct 18, 2021

Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The U.S. Department of Health and Human Services estimates that 69% of people over age 65 can expect to need extended care services at some point in their lives. So, understanding … Continue reading “Understanding Long-Term Care”

Insights + Resources >