by David Frisch | Jun 16, 2025 | Estate Planning, Financial Planning, Newsletter, Philanthropy, Retirement, Seniors
Strategies to Consider It can be a very rewarding experience when you donate to charity. You can feel good about supporting charitable organizations that have missions which are close to your heart while also enjoying tax benefits when you follow rules for...
by David Frisch | May 16, 2025 | End of Life Planning, Estate Planning, Financial Planning, Newsletter, Seniors
How Your Advisor Can Provide Support If you receive a difficult medical diagnosis, it can be a very stressful and confusing time as you try to understand what seems to be a ton of information being thrown at you all at once. Doctors may have discussions about diseases...
by David Frisch | Mar 28, 2025 | Financial Planning, In The News, Newsletter
What You Need to Know About the New Identification Requirements Do you have your Real ID yet? On May 7, 2025, U.S. travelers must be REAL ID compliant to board domestic flights and access certain federal facilities. If you’ve ever spent time standing in line at an...
by David Frisch | Feb 28, 2025 | End of Life Planning, Estate Planning, Families, Financial Planning, Seniors
Practical Tips to Help You Meet Your Duties While Reducing Stress When a friend or family member asks if you would be the executor on their estate, it can bring some mixed feelings. On one hand, the fact that they came to you suggests that they trust in you and your...
by David Frisch | Jan 28, 2025 | End of Life Planning, Estate Planning, Families, Financial Planning, Seniors
The healthcare needs that we will develop as we near the end of our lives will be different from person to person. Some of us will age gracefully into our senior years and be fortunate to enjoy relatively good health. Others among us will deal with illness that can...
