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Blog Posts in June, 2025

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  • What’s in a Name? Why Every Name You Use Matters in Estate Planning
    What’s in a Name? Why Every Name You Use Matters in Estate Planning

    What is in a name? If you are a beneficiary or a creditor of an estate, or if you are setting up an estate plan, your name means a great deal. It is not unusual for a person to go by different names, ...

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  • 5 Smart Tips for Making Tax-Deductible Charitable Donations
    5 Smart Tips for Making Tax-Deductible Charitable Donations

    Will you be donating to charities this year? The Internal Revenue Service (IRS) reminds us that you must itemize deductions on Schedule A of your tax return to claim a deduction for charitable gifts. ...

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