Put The Planning In Estate Planning
Your last will and testament may sound like the definitive word on your estate. But while it’s important to have your basics covered, …
Estate & Giving
Season Of Giving
As we enter the last month of a turbulent year, we also begin the season of giving. There are so many opportunities to …
For Better or Worse, Discuss Your Estate as a Couple
Are you making the transition into married life? Consider these five estate planning to-do’s as you start your life together. Wedding season, which …
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Tax Tweaks Often Affect Givers’ “How” but not Their “Why”
Generous families remain a positive force amid this tough year – though some have adjusted their strategies due to the CARES Act. Hear …
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Did You Know 529s Are Powerful Estate Planning Tools?
Most of us associate 529 accounts as college savings vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the …
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Evaluating a Nonprofit? Ask Some Common For-Profit Questions
These tried-and-true business practices could influence your charitable giving decisions. People are motivated to give for a variety of reasons, ranging from a …
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Give Wisely to Maximize Your Charitable Impact
Contribute to the causes you care about with strategies that match your intentions. Two studies conducted at the University of Chicago and Northwestern …
Leaving Money to Your Kids? Consider These Inheritance Tips
How to have a valuable family conversation about your estate. Talking to family members about estate planning and legacies can be uncomfortable. These …
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The Building Blocks of a Family Legacy Plan [INFOGRAPHIC]
Explore a spectrum of strategies that can help you live out your family legacy.
6 Actions That Can Build an Enduring Philanthropic Legacy
Making a difference can start with how you live your everyday life. When you think about your legacy, perhaps you hope to one …
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