legacy planning

Wealth Management Insights Video Fourth Quarter 2024

Wealth Management Insights Video Fourth Quarter 2024

Wealth Management Chair Samantha Pahlow, CTFA, AWMA, presents the firm’s quarterly Wealth Management Insights titled, “Creating a Family Legacy of Giving.” In the video, she discusses how to instill philanthropic values in children and highlights several tax-efficient giving strategies to consider for year-end.

Planning for Our Children's Future

Planning for Our Children's Future

Samantha Pahlow, CTFA, AWMA®, provides an overview of important issues to consider when making legacy plans with children and grandchildren in mind.