Estate Planning Awareness – 3 Steps to Engage Your Clients
For many attorneys, financial advisors, and CPAs, estate planning is part of your client conversations every single month, week, and day of the year. You never hesitate to remind clients…
For many attorneys, financial advisors, and CPAs, estate planning is part of your client conversations every single month, week, and day of the year. You never hesitate to remind clients…
Before your clients ring in the new year, make sure they are on track to meet their financial and charitable goals for 2025. Here are 8 strategies you can share…
A safe environment, and caring adults who are consistently present in their lives, are key factors in a child’s well-being. Unfortunately, many children in our community don't have stable homes…
Don’t you wish you could read your clients’ minds? Understanding what clients really care about is crucial to constructing any estate or financial plan. When it comes to charitable giving,…
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025, after the House of Representatives approved the Senate’s changes to H.R. 1, which passed…
CFHZ awarded $212,000 to local nonprofits through our responsive grant program, funding initiatives in the arts, education, human services, and youth programs. The responsive grant program is an open funnel…
The Holland/Zeeland Promise, an academic scholarship for students with high financial need, proven academic success, and motivation to achieve the goal of a college or technical degree, recently welcomed 15 hardworking…
Three Common Myths When you’re working on the charitable components of a client’s estate or financial plan, one of the first areas you’ll likely explore is the structure. Certainly you…
Trust Matters As attorneys, CPAs, and financial advisors, you know very well that trust is at the foundation of your relationships with clients. Your clients are seeking a similar level…
With both heavy hearts and warm wishes, we announce the departure of Elizabeth Kidd, Vice President of Community Impact/People and Culture, who has been an integral part of the Community…