Scholarships Create a Legacy

Scholarships Create a Legacy

Every year, thousands of graduating East Texas students dream about what comes next. For some, that dream is earning a college degree. For others, it’s pursuing technical training, certification programs, or specialized careers that will allow them to support...
Vacation-Inspired Charitable Planning

Vacation-Inspired Charitable Planning

High school and college graduations traditionally mark the beginning of summer vacation. And if you are not a student, the reliable marker for vacation season is the long Memorial Day weekend. As we pause to reflect on sacrifices that have been made by many to secure...
Retirement plans and charitable giving

Retirement plans and charitable giving

You’ve no doubt noticed that Qualified Charitable Distributions (“QCDs”) continue to gain traction as one of the most practical and effective charitable planning tools for clients over age 70 ½. By allowing eligible clients to transfer funds directly from an IRA to a...