Providing peace of mind through skilled guidance, compassion & simplicity

Can a Charity Be a Beneficiary of an Estate?

Ever since a group of philanthropists created the Giving Pledge in 2010, taxpayers have expressed greater interest in potential estate planning strategies that would allow them to leave a significant portion of their assets to charity upon their death.

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How Can I Prep for a Telehealth Appointment with My Doctor?

When you used to think of a typical doctor’s appointment, you might conjure up images of waiting rooms, stethoscopes and maybe stickers. Now, that image has changed quite a bit. With the world shifting to increasingly remote communication amidst the COVID-19 pandemic, health appointments are often being limited to extended phone calls and video interactions. This is referred to as ‘telehealth.’

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