As a specialist in family wealth challenges which encompasses estate planning, I am often surprised at the initial response of clients to my question as to whether they have an…
Read MoreAs an estate planner in Alpharetta GA, I am often asked about do-it yourself estate planning “kits” or DIY estate planning web sites. My biggest fear when clients come to…
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Top 10 Planned Giving Challenges
Your Opportunity to Benefit
To learn more about how The Donor Motivation Program® may benefit you and your organization, request our complimentary guide, “The 37-Minute Planned Giving Landscape Conversation” with Barry Spencer by calling (678) 353-3355.