One life lost is one too many. Behind every overdose statistic is a son or daughter, a sibling, a friend, or a neighbor whose story ended far too soon. For the families left behind, grief doesn't simply fade with time. For many, it becomes a calling to ensure that no...

Some childhood dreams are simple. For four-year-old Stephen—known as Stevie to his family—it was seeing the ocean for the very first time. Stevie was diagnosed as an infant with a neuromuscular disorder that causes muscle weakness and other ongoing health challenges....

Cancer affects far more than a person's health. It changes family routines, careers, finances, and the moments that once felt ordinary. It asks loved ones to become caregivers, children to grow up a little faster, and individuals to carry emotional burdens that aren't...

You’ve no doubt noticed that Qualified Charitable Distributions (“QCDs”) continue to gain traction as one of the most practical and effective charitable planning tools for clients over age 70 ½. By allowing eligible clients to transfer funds directly from an IRA to a...

When someone loses their home, they lose more than an address. They lose the place where birthdays are celebrated, children are tucked into bed, and tomorrow begins with certainty instead of fear. Home is the feeling of knowing you'll have a safe place to return to at...

As tax laws and market dynamics continue to shift, it is important for attorneys, CPAs, and financial advisors to be aware of two increasingly distinct groups of donors. On one hand, the high federal estate tax exemption and new restrictions on itemizing charitable...

For many attorneys, CPAs, and financial advisors, the tax law changes under the One Big Beautiful Bill Act are old news. That is not the case for many of your clients! While you’ve been busy reading dozens of articles and evaluating how the changes will impact your...

Recent market volatility is a timely reminder that charitable planning is about more than performance—it’s about perspective.  Periods of geopolitical tension, rising energy prices, and shifting inflation expectations can create uncertainty for clients. Even when...

Meet Shelby Folga, the Executive Director of St. Patrick’s Haven. During college, Shelby briefly experienced homelessness herself, sleeping in her car and relying on the kindness of others while trying to continue her education. As the emotional and physical toll of...