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Spotlights » Getting Started With Estate Planning

March 26, 2019 | Estate Planning

Estate planning can be overwhelming. It involves complex topics and decisions that cause many people to put it off altogether. We will walk you through the basics of estate planning and provide resources that can help you develop your financial plan, including our popular guide to estate planning.

Tom Lesko

Senior Wealth Management Consultant

Financial Planning » 3 Ways to Effectively Use Grandparent-Owned 529 Plans

March 20, 2019 | Financial Planning

Spring can be a busy time of year, especially for families with high-school seniors ready to take the next step to college. In addition to thinking about college acceptance letters, parents (and grandparents) should be thinking about how a 529 account can help pay for college when your child or …

Nicholas Cintineo, CIPM®

Senior Investment Consultant

Endowments & Foundations » When is Grouping Donations a Smart Strategy for Donors?

March 06, 2019 | Tax Planning

We’re commonly asked: Is grouping donations a realistic strategy for small donors or is it a strategy for major donors who can afford to make a donation of several thousand dollars in one tax year? Is there a target annual income level that is likely to be able to use this strategy? The strategy …


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