Individuals & Families
While each family experiences generational challenges differently, three areas, in particular, require thoughtful consideration and proactive guidance.
A charitable bequest of art may provide a valuable tax deduction and allow future generations to enjoy the works. However, these purposes can be frustrated if this intention is not discussed in advance with the recipient organization.
It’s never too early to start planning for your long-term personal and financial future. In fact, the best time to think about long-term care is before you even need it.