Blog
May 2018
The Season of Life, the Gift of Life Insurance
Your taxes are paid, the flowers are blooming, those April snow showers are a distant memory as spring takes full hold.
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It’s Tax Filing Season: Did You Take Advantage of Financial and Charitable Strategies?
Posted April 2018
If March Madness describes the three-week college basketball tournament that ends April 2, then April Madness describes tax time.
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So Where Are Your Most Important Estate-Planning Documents?
Posted March 2018
For most of us, encountering one of life's milestones prompts us to prepare a will—and we finally go through the process of assigning assets to our loved ones and charitable beneficiaries.
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Six Steps to Getting Your Estate Plan in Order in the New Year
Posted February 2018
Sometimes things you don't address today can come back to haunt you tomorrow.
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Booming Stock Market Creates Charitable Giving Opportunities
Posted January 2018
The stock market went on quite a run in 2017, up about 25% during the course of the year. Even more impressive, it essentially went straight up throughout the year, with very few minor dips ...
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Lori A. Matt-Murphy
University at Albany
Office of Gift Planning
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Albany, NY 12222
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