As the year draws to a close, many donors are thinking about their charitable goals, especially in light of strong market performance. Gift agreements can play an important role in this process, helping to clarify the intent behind a donation and ensuring that both the donor and the charitable organization understand their obligations. In this episode of the Choate Family Office podcast series, Sarah Tomeo Hertzog, Kate Toth, and Jessica Welch discuss when a gift agreement is necessary, potential legal implications, financial aspects of charitable giving, and common surprises that donors encounter.

In this episode of the Choate Family Office podcast series, Senior Investment Analyst Louis Marchant and Portfolio Manager Jake Kidder discuss the current state of the housing market, home improvement stocks, and overall trends in the housing industry.

In this episode of the Choate Wealth podcast series, Managing Director Diana Malcom and Senior Investment Analyst Kelsey Sullivan explore the factors influencing the rising costs of auto and homeowners insurance premiums, and how natural disasters and technological advancements are reshaping the insurance landscape. They will also discuss the broader implications for the investment sector and what the future of insurance might look like.