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GWS Guides - 2023

Our detailed, specific guides help clarify some of the most difficult and confusing decisions our clients need to make.

GRAT Guide 2024

Medicare Brochure 2024

RMD 2024

DAF Guide 2024

529 Brochure 2024

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September 24, 2024

Top 10 Questions To Ask Your Financial Advisor

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Qualified Charitable Donations from IRAs vs. Donor-Advised Funds
September 8, 2024

Qualified Charitable Distributions from IRAs vs. Donor-Advised Funds

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Rethinking Donor-Advised Funds
September 8, 2024

Rethinking Donor-Advised Funds: Impactful Charitable Contribution & Tax Benefits

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Choosing the Right Donor-Advised Fund
September 8, 2024

Choosing the Right Donor-Advised Fund for High-Net-Worth Individuals

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Charitable Donations
September 8, 2024

How Donor-Advised Funds Can Maximize Charitable Donations & Tax Deductions

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Revocable Trust
August 15, 2024

The Power of a Revocable Trust

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Financial Management road signs
August 5, 2024

5 Blunders to Avoid in Implementing and Maintaining Your Estate Plan

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Family estate planning
August 5, 2024

How to Choose a Trustee for Your Estate

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