Explore the brave new world of estate planning. Planning for same-sex couples and strategies for “non-traditional” and blended families. Understanding inheritance rights and posthumous birth laws. Considering a loved one with special needs. Comprehensive estate planning allows individuals and couples to maximize control over where their assets will go upon their death— while minimizing taxes
Learn how technological advances have altered the way we give and enhance our ability to perform due diligence on the causes we support.
Learn why having an integrated approach is the most effective way to manage multigenerational family wealth.