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Your Income Tax Bill Shouldn’t Come As A Surprise

Your Income Tax Bill Shouldn’t Come As A Surprise

I’m seeing plenty of articles and even hearing casually, at various gatherings, that many folks are being surprised this year by the income taxes they will be owing. I consider this an unnecessary surprise. While its true that a tax law was enacted that affected 2018...

Vacation Homes & Uninterested Heirs

Vacation Homes & Uninterested Heirs

With the end-of-year holidays just past, many can look back on time with family filled with fond memories. Some of those memories may have been generated at family vacation homes that have been enjoyed by several generations of the same family getting together for...

My Christmas Message to You

My Christmas Message to You

The Christmas holiday season is a wonderful time of year for me. Great memories, beautiful music, plays, concerts and light shows, as well good times shared with friends and family, good tidings, all contribute to this special of season . I realize , though, that it...

The Recent Tax Law Changes and You

The Recent Tax Law Changes and You

Throughout my 40 year career in wealth management, it has been totally appropriate to use the phrase “the recent tax law changes” as a way to start a conversation to motive a donor to consider taking action.  I have used this phrase as a way to differentiate an...

Charity and Taxes

Charity and Taxes

According to the latest report from the Association of Fundraising Professionals, charitable giving has taken a hit in 2018: Among 13,000 organizations analyzed, they’ve found a 2 percent drop in money donated and a 6.6 percent drop in donors over last year. The...

New Tax Act Planning

New Tax Act Planning

The recent tax law change enacted last year will affect every 2018 taxpayer. Those who contribute to charitable causes may be surprised to learn that they will be among those most affected. This is because many deductions may be limited under the new law....

An Offer to Donors

An Offer to Donors

C.S. Lewis once wrote, “For many of us, the great obstacle to charity lies not in our luxurious living or desire for more money, but in our fear - fear of insecurity.” Point being, there is a perceived competition for a limited amount of financial resources. If I, as...

An Idea To Improve Your Retirement Years

An Idea To Improve Your Retirement Years

Folks at or near retirement often are at a reflective stage in their life. By this time, personal finances are typically well defined and what to do with their remaining years starts to enter their thinking. Many, now having time, talent, and treasure look to move...

When Will You Develop Your Legacy

When Will You Develop Your Legacy

There is a lot of interest these days in financial planning circles about Legacy. This may be the result of the county’s aging demographic and the fact that the greatest wealth transfer in history will soon be taking place as the current generation passes on. Clients...

Day 1 Benefit Dinner Honoring the Legacy of Joan and Bill Law

Day 1 Benefit Dinner Honoring the Legacy of Joan and Bill Law

It was a privilege to speak at the Day 1 Benefit Dinner honoring the Legacy of Joan and Bill Law. They were a pleasure to know and to work with. Gracious,  generous, low key and effective, they epitomized success while serving others. Supportive of their family,...

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How Do we shape our legacy?

Start by answering one simple question:

Why?

Find Your Why

Keep In Touch

Join Patrick’s email list to receive updates, legacy planning tips and more!

  • This field is for validation purposes and should be left unchanged.

How do we shape our legacy?

Start by answering one simple question: why?