by Nanette Duffey | Dec 30, 2025 | Estate Planning, Giving, Insights, Taxes
Estate planning often overlooks the jewelry box, your treasure trove of sentiment, sparkle, and surprising value. A “jewelry box audit” helps you sort heirlooms wisely: rediscover cherished pieces, decide what to gift for others’ joy, sell for...
by Nanette Duffey | Dec 10, 2024 | Giving, Holidays, Insights
When it comes to end-of-year giving, many stresses and sticky situations can crop up along the way. Some ways of giving might materialize out of nowhere, while others can inundate you with junk mail from now until the end of time. Deciding your year-end giving now...
by Nanette Duffey | Dec 27, 2023 | Financial Literacy, Fraud Protection, Insights
Benjamin Franklin famously said, “In this world nothing can be said to be certain, except death and taxes” (and gift cards). Gift cards are a frequent go-to gift for last-minute shoppers or habitual options used for that hard-to-buy-for recipient. But what if...
