Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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Change comes at us from every angle as people update and upgrade everything from their diets to their devices, seemingly every day.
Beneficiary designations allow assets to pass directly to whomever you designate thus by-passing the costs and time involved with the probate process.
March 2020 brought with it a tidal wave of unforeseen changes — to both our workforce and economy. Ready or not, a huge number of businesses had to pivot quickly to a 100% work-from-home model to keep their employees safe and their operations moving.