Who Gets the Golf Clubs

My grandfather was born in 1905. He was a pharmacist in San Antonio, TX. I never got the chance to meet him, but I grew up playing with his golf clubs. They were wooden and in an old leather bag. He had about a dozen of them, hickory golf clubs from the late1920s. Every time […]

Making the Most of Year-End Charitable Giving

As the season of gratitude approaches, many families take time to reflect on what they value most—and how they can “give back”. Whether you give regularly to a favorite charity or are looking to make a larger year-end gift, thoughtful planning can help ensure your generosity has the greatest possible impact. Give Strategically: The Power […]

5 Key Steps to Creating a Digital Asset Plan

Our ever-expanding digital life requires proactive estate planning to manage digital assets according to your wishes and provide clarity for those you leave behind.

The “SMART” Way to Navigate Life’s Transitions

Change in life is inevitable – and so too are the periods of transition which big changes can bring. Whether you’re buying a home, having a child (or grandchild!), getting married, getting divorced, changing careers, or saying goodbye to a loved one – it is truly an understatement to say life is full of moving […]