Othello is a tragedy by William Shakespeare

Shakespeare on Finance (Part Five)

Gift Planning Services Committee member Sheean K. Patel shares the financial lessons we can learn from Shakespeare.

An older women looks off-camera in thought.

Estate Planning Isn’t Just for Couples and Parents

Gift Planning Services Committee member Lori Dawson shares ways to plan for your estate.

A painting of Venus and Adonis. Venus is trying to hold back Adonis from leaving.

Shakespeare on Finance (Part Four)

Gift Planning Services Committee member Sheean K. Patel shares the financial lessons we can learn from Shakespeare.

A scene from the Shakespeare play The Merchant of Venice

Shakespeare on Finance (Part Three)

Gift Planning Services Committee member Sheean K. Patel shares the financial lessons we can learn from Shakespeare’s plays.

Part of a wheelchair with a hand placed on the wheel.

Disabled Beneficiary – Henson Trusts

A Henson Trust is a form of absolute discretionary trust, in which the funds are managed for the disabled individual – usually over the course of their lifetime – without the individual ever having a vested right to the income or capital.