Dave Patterson

About Dave Patterson

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So far Dave Patterson has created 5 blog entries.

What Will Your Legacy Be

We all leave a legacy that has nothing to do with the assets that comprise our estate. We can have absolutely nothing, no material possessions at the end of our life, and still we [...]

By |2025-05-20T14:54:50+00:00April 8th, 2020|

Creating a Legacy within a Legacy

We’ve all heard the expression Shirtsleeves to shirtsleeves in three generations—one generation accumulates the money and the next two spend it down to zero or thereabouts. Shirtsleeves-to-shirtsleeves seems to put the blame for dissipating [...]

By |2025-05-20T14:54:50+00:00April 8th, 2020|

Year-End Giving Strategies

Anyone who’s ever given to charity knows about year-end giving and the pressure that comes along with it.  You want to get the right deduction by December 31st.  Right now you may be waiting for recommendations [...]

By |2025-05-20T15:04:40+00:00November 10th, 2017|
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