CharityMATTERS™ is our new Philanthropy Newsletter.
The first edition launched on March 12, 2018
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Everything you need to keep your estate information up to date including:
Estate Directory
What if something happens to you? Will your spouse and children find every important document easily? Examples: wills, powers of attorney, bank accounts, life insurance, etc.
Estate Planning Checklist
Organize your estate efficiently and eliminate taxes with this valuable checklist.
Executor Duties Checklist
Does your executor know what do? Keep this document with your wills.
Business Owners Planning Guide
This important document will help you develop a contingency plan to ensure continuity (and value) in your business.