
In this edition, Chris shares a personal look at planning for the next stage of life, Amy Parrish explores how donor-advised funds can support meaningful charitable giving, and the HTP team shares updates from recent travels, celebrations, and community events.
You’ll also find a market update from Bob Cowsert, estate planning considerations for new parents from Will Divers, and a few snapshots from around the HTP family.
More than 99% customer satisfaction is our success.

