Planned Versus Unplanned Giving

If you’re donating something, make sure the recipient actually wants it. I had a close friend, now since passed, who happened to be extremely philanthropic. One day she shared with me that she was thinking of bequeathing three works of fine art to a museum—a...

To Store or Not to Store?

What makes one person cling to material things, while another is content with the memories of a life well-lived? A tale of one woman who couldn’t let go, and one who moved on with grace. Once I worked with two clients who, on par, were as alike as could be. I’ll call...