Stewarding The Assets Remaining (or STAR Talk) is a talk designed especially for retirees,  families and nonprofits. We know you want to ensure assets are left in a responsible and fair manner. Some of the things we cover in this talk are:

• Do I have the right estate plan?
• When is the right time and how to have “the Talk” with family and what should we talk about?
• Avoiding Uncle Sam- Tax efficient ways to leave charitable gifts
• Children vs. Charity- How to be philanthropic and have peace amongst family members.
• Giving now vs. Giving Then
• Donor Advised Funds vs. Private Foundations