Most families give from the heart. A request comes in the mail. A church event. A friend fundraising for something meaningful. Maybe a favorite organization or two. You want to

Many families wrestle with the timing of their charitable giving. Should you give during life, when you can see the difference you’re making? Or leave gifts through your estate, where

Most families who care about giving feel pulled in several directions at once. You want to support your church, but your daughter’s fundraiser arrives the same week. You want to

Thanksgiving has always been my favorite holiday. It’s not the most glamorous. There are no gifts to wrap or fireworks to launch. Just a table, some food, and the people

At our New Castle, IN office, Josh Schlagel helps clients make sense of a tax system that can feel confusing and ever-changing. With seven years of experience in public accounting

If you’re like most families, you probably created your estate plan years ago, checked it off the list, and haven’t thought much about it since. You might even have a