March is Women’s History Month—a time to celebrate the incredible contributions of women throughout history! Did you know that before the Married Women’s Property Act of 1848, married women in the U.S. couldn’t legally own property? Today, women control over… Read More »Lesson Learned: Women & Wealth: Shaping the Future Through Estate Planning
February is a time to celebrate love in all its forms—romantic, familial, and friendships. But love is not just about the present; it is also about the mark we leave on the world and the people we touch. Our legacy… Read More »Lesson Learned: Love & Legacy: The Stories We Leave Behind
Charitable bequests are a powerful way to leave a legacy while supporting causes that matter to you. This newsletter aims to inform you about the importance of charitable bequests, how they work, and the benefits they offer both donors and… Read More »Lesson Learned: Understanding Charitable Bequests: A Path to Lasting Impact
