May 5, 2026 | blog, donor knowledge hub
Next time you meet with your estate planning attorney, it may be a good idea to check in on your long-term plans and ask yourself questions you might not yet have considered. Some planners, for example, report that more and more clients are reconsidering an automatic...
Jul 3, 2025 | blog, donor knowledge hub
If you’ve recently retired, you may still be figuring out the ideal balance of activities. If you’ve been retired for several years, you might still be trying to figure it out! Time and again, research shows us that finding purpose is an essential component of a happy...
Aug 22, 2024 | blog, donor stories
From trekking through the surreal landscape of Joshua Tree National Park to hiking 100 exhilarating miles in the Swiss Alps, Brian and Lori Rennie have spent 25 years with a shared appreciation for the majestic outdoors. Together, they’ve run a successful business,...
Aug 12, 2024 | blog, pac stories
Circumstances often dictate the best course of action when estate planning, says Bill Lemann of Fullerton, Lemann, Schaefer & Dominick, LLP, an Inland Empire law firm. When advising client Rohn Rookstool, Lemann recommended setting up a testamentary trust that...
