Matthew Erskine

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Innovative Philanthropy: Beyond Traditional Grantmaking

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The need for innovative and impactful strategies in philanthropy has never been more pressing.

Unmasking Self-Dealing: Navigating The Pitfalls Of Private Foundations

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By following certain guidelines, private foundations can minimize the risk of self-dealing.

5 Reasons Why AI Should Not Be Used To Draft Estate Plans

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Experts are raising the alarm--AI will replace lawyers when it comes to estate planning.

FDIC Changes Insurance Coverage Of Trust Bank Accounts

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The FDIC has issued new regulations that take effect next year on how the insured amounts are calculated.

Is ChatGPT The Death Of The Estate Planning Profession?

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The value of hiring an estate planner is not in the documents, but in the planning.

Why It's Important To Write A Good Thank You Letter

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Charities need to write a contemporaneous written acknowledgement after receiving donations.

Managing Your Art As An Alternative Investment

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Some advisors see a silver lining in art as an alternative investment that is unaffected by the financial markets.

Higher Rates Mean Changing Estates

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It pays to plan ahead for both low and high interest rates in these volatile times.

Exploiting Both Low And High Interest Rates For Wealth Transfers

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It pays to plan ahead for both low- and high-interest-rate environments in these volatile times.

Estate Planning For Foxes And Hedgehogs

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Some people want to avoid risks in estate planning, and yet end up making harmful snap decisions.

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