Underappreciated and overlooked: Why life insurance matters

Even in an era when term life insurance policies may appear to dominate, many people still hold whole life, variable life, or universal life insurance policies. In many cases, when the original need for a policy goes away (e.g., children become independent or other...

read more

Get started now: Your 2026 charitable giving checklist

Many people approach a new year with a genuine desire to be more intentional about their charitable giving. They know they want to make a difference, align their generosity with their values, and perhaps even involve their families—but they are often unsure where to...

read more

Case study: A QCD conversion in action

If you know the basics of Qualified Charitable Distributions (QCDs) but have a hard time envisioning exactly what to say and do when they come up in a client conversation, you are not alone! Whether you are an attorney, CPA, or financial advisor, at some point you...

read more

Keep going: Why donor-advised funds are still essential

For many CPAs, estate planning attorneys, and financial advisors, the end of 2025 brought a whirlwind of charitable planning activity among high-earner clients. That’s because many taxpayers wanted to maximize the tax benefits of their charitable donations before the...

read more

The Inland Empire needs your support
Download our free Giving Guide to learn how you can make an impact:
CLICK HERE
Skip to content