by Sara Ferini | Sep 1, 2026 | Business, Estate Planning
You started a business and formed an entity, like a partnership, an LLC, or a corporation, to protect yourself from certain types of liability exposure related to your business endeavors—great! However, you might not have thought about the benefits of going one step...
by Christian Salgado | Aug 1, 2026 | Estate Planning
Having Good Advisors Is Not the Same as Having a Plan Most people assume that if they have a CPA, a financial advisor, an insurance professional, and an estate planning attorney, they have a comprehensive plan. In many cases, what they actually have is a collection of...
by Christian Salgado | Apr 1, 2026 | Estate Planning
Trust accounting issues can arise far earlier than most trustees expect. A trustee does not need years of experience, a long administration, or complicated assets for this question to surface. In many cases, it comes up in the first year of administration, sometimes...
by Christian Salgado | Nov 15, 2025 | Estate Planning
Part 10: Planning Your Giving Strategy Your Giving Blueprint: A Step-by-Step Guide to Getting Started Over the course of this series, we’ve explored the heart and strategy behind charitable giving, from foundational principles to advanced planning tools. We’ve...
by Christian Salgado | Nov 7, 2025 | Estate Planning
Part 9: Case Studies and Real-Life Applications Stories of Impact: How Strategic Giving Changed Lives Charitable giving, when paired with thoughtful planning, can do more than support worthy causes; it can transform lives, preserve wealth, and create enduring...
by Christian Salgado | Oct 31, 2025 | Estate Planning
Part 8: Common Pitfalls and How to Avoid Them Charitable Giving Mistakes That Can Cost You Charitable giving is one of the most rewarding aspects of financial planning. It allows donors to support causes they care about, reduce tax burdens, and build a legacy of...
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