woman with tattoos

What do Wills and Tattoos have in Common?

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A will is the bedrock of every estate plan. But, even though most people know they should have one, they don’t know what a will is, what goes in it, or how it works. In fact, only one in four adults in America (25%) has a will—that’s roughly…
keep estate plan up-to-date

Estate Planning: Don’t be Late, be Up-To-Date

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At first, estate planning can seem a bit much. It can be hard to know where to start and what all you need to know. But once you enlist an experienced attorney to act as a guide through the process and go through executing your plan (making…
#GivingTuesdayNow

Come Together and Support #GivingTuesdayNow

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Over the past few years Giving Tuesday has claimed its rightful place in the post-Thanksgiving "days" that kick-off the holiday shopping season as well as the end-of-year giving push. Billed as a “global giving movement,” the tag #GivingTuesday…
#GivingTuesdayNow

Mark Your Calendar: #GivingTuesdayNow is Tomorrow

Over the past few weeks, it has been easy for the days to blur together⁠—with schedules important for stability but also keeping our socially distant lives accordingly mundane. But tomorrow, May 5, 2020 is an important day to note, promote,…
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Listen to my Latest Radio Interview: Charitable Giving During COVID-19

Recently I had the chance to speak with Jeff Stein the News and Program Director at News/Talk 1540 KXEL. We chatted about charitable donations to nonprofits in this age of COVID-19. Because there are so many financial challenges affecting both…
jeopardizing investments board meeting

Private Foundations: Avoid Jeopardizing Investments

Public charities and private foundations are both classified as 501(c)(3)s by the IRS. However, the different nonprofit operating structures come with different benefits, requirements, and challenges that can make navigating compliance difficult.…