Not everyone fits into this financial life planning mode. Those that are, and have a keen interest in charitable gifting and philanthropy, have a wonderful opportunity to leave a legacy. Regardless of the client, we make it a point of […]
Not everyone fits into this financial life planning mode. Those that are, and have a keen interest in charitable gifting and philanthropy, have a wonderful opportunity to leave a legacy. Regardless of the client, we make it a point of […]