At a Loss for Words? Tips for Starting a Charitable Giving Conversation
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October 1, 2024
Many of your philanthropy-minded clients certainly enjoy attending fundraising events for their favorite charities. Especially as community events start ramping up this fall, you’ll want to be aware of a […]
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October 1, 2024
Humans crave certainty, and that is certainly not what we have right now during election season, especially where taxes are concerned. Your clients who support charitable causes may be wondering how the […]
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October 1, 2024
Attorneys, CPAs, and financial advisors certainly are no strangers to tough questions. The mix of money, family, and mortality is a potent combination that almost always creates an emotionally-charged planning environment, […]
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Member Spotlight: From Challenges to Opportunities: Zachary Reichenbach’s Journey in Estate Planning
September 30, 2024
The Anne Arundel Estate Planning Council recently sat down with Zachary Reichenbach, Membership Chair, to discuss his journey, the challenges he has faced, and his aspirations for the future. Below […]