Living Life Generously

Happy mature couple discussing investments with financial broker during meeting at home. Happy middle eastern man and hispanic woman discussing about financial planning with consultant at home. Financial consultant presenting new investment plan to smiling mature couple at home.

A gift to charity can save you thousands on capital gains taxes

Do you own shares in a demutualized insurance company? Demutualization is a process by which...
Couple smiles at the camera from their kitchen.

A Little Planning Goes a Long Way

Jack and Linda’s house was quiet now. After more than 25 years of family busyness, all of their children...
Don and Renata smile into the camera from their living room.

Generosity Brings Out Our Best

Don and Renata Hamagami are deeply grateful for the life they share. “We like to...
Mature couple smile at camera standing outside in winter.

The Right Tool for the Job

Fred and Marcie worked hard to balance family, careers, and a variety of commitments in...
Senior caucasian couple smile at camera from a home setting.

From Life Insurance to Philanthropic Legacy

Imagine giving a large gift to charity. Are you picturing a secret, anonymous donation? A...
Black woman smiles at camera with arms crossed, standing outside in an urban setting.

No Fear – Just Philanthropy

Aliesha* is the sole shareholder of a holding company with an investment portfolio of publicly...