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Featured News

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At a Loss for Words? Tips for Starting a Charitable Giving Conversation

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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Into the Great Unknown

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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Event Tickets: Beware of the Split

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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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 […]

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Charitable Planning Can Help Ease Client Procrastination

September 4, 2024

Procrastination is a drain in ways that go far deeper than the incomplete task itself. We know this intellectually, but it can be so hard to break the procrastination habit. It seems […]