Charitable Lead Trusts provides income to a charity for a specified number of years, with the remaining assets given back to the donor or the donor’s heirs.
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Legacy Press Newsletter Fall 2015
Our Legacy Press fall newsletter provides insight to why you should prepay your funeral, difference between DAFs & Private Foundations & our 2015 Odysseus winner.
Why You Should Consider A Roth IRA Conversion
There are many long-term perks to converting to a Roth IRA. Read the article to find out why.
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Third Quarter Investment Letter
The third quarter saw disappointing market movements. In fact, it was the worst quarter in 4 years[1]. For some, it… Read more »