What does bling have to do with estate planning? I have worked with folks from all walks of life. Counseling them about wills, trusts and estates. Many folks who come in for advice are hard working blue collar laborers, others are very well off, and some are considered wealthy. If you are part of the … Continue reading Bling Generation
Hi There, The Ladies Estate Planning Tea is ready to take on some new and fun activities for you to get involved in. The mission of the Ladies Estate Planning Tea is to transform how we think of estate planning. Let’s get this topic in our conversations and start working on: making a difference in the … Continue reading Have You Signed Up for the Ladies Estate Planning Tea Newsletter? What are You Waiting On?
In a few days, Baltimore will be abuzz with people from all over the nation. They will be in a conversation that you should be a part of. Answer a few quick questions to find out what this conversation has to do with you: Do you work for a nonprofit (leader, employee, volunteer)? Are you … Continue reading Why You Should Not Wait Another Day to Join this Conversation
One of the frequent questions I get is - “when is the best time to get an estate plan?” How do I answer this question - that depends. Most often the answer I give is what you’ll read below: When all is well with you - that’s the best (ideal) time to get your estate … Continue reading When’s the Best Time to Get an Estate Plan?
Let’s get something straight from the beginning. Running a nonprofit is no small feat. Due to the business structure of nonprofits, their leaders have many tricky nuisances to navigate. Keeping the nonprofit in compliance with government rules and regulations is not for the faint of heart. The list of things to do while operating a … Continue reading Three Lessons Retailers can Teach Nonprofits About End of Year Fundraising