News & Insights

Stay informed with updates and educational content designed to help you and your family plan confidently for the future.
    Charitable Giving Strategies

    Charitable Giving Strategies

    Charitable giving is a meaningful way to give back to the community and support causes close to the heart. Financially, there are various wa...
    Basics Of Estate Planning

    Basics Of Estate Planning

    Estate planning is anticipating and arranging for the management of your assets, both during your life and after death. Fundamentally, estat...
    Estate Planning: A Call to Action

    Estate Planning: A Call to Action

    “There is no alternative to advanced planning!” – Colonel George Goodwin, Former INDOT Executive Director, Purdue Alumnus and donor
    How to Prepare for Your Long-Term Care

    How to Prepare for Your Long-Term Care

    Evaluating long-term care is an important part of every estate plan, but with recent changes in the long-term care insurance industry, what ...
    What is a Qualified Charitable Distribution?

    What is a Qualified Charitable Distribut...

    What is a Qualified Charitable Distribution (QCD)?

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