Advisor News
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Charitable mindset: What are clients thinking?
Jul 15, 2025
Don’t you wish you could read your clients’ minds? Understanding what clients really care about is crucial to constructing any estate or financial plan. When it comes to charitable giving,…
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Charitable remainder trusts: What, where, who, why, when, and how?
Jul 2, 2025
If you’ve represented charitable families over the years, you’ve certainly heard the term “charitable remainder trust,” sometimes called a “CRT.” You might have even helped clients set them up. For…
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Moving from a private foundation to a donor-advised fund
Jun 26, 2025
The number of private foundations in the United States is nearing 150,000 with combined assets topping $1 trillion, so it’s no wonder that a lot of people immediately think about…
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Professional Advisor Spotlight: Bob Ingrasci
Jun 20, 2025
“I take great pleasure in working with families that span multiple generations and serving as their trusted advisor,” said Bob Ingrasci. “I take pride in aiding them in preserving their legacies…
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Professional Advisor Spotlight: Nickole Garrison
Jun 4, 2025
“It’s so rewarding to work with multi-generational families who are engaging in philanthropy together,” said Nickole Garrison, CPA, CFP. Nickole spent many years in auditing and consulting roles at large…
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