Put The Planning In Estate Planning
Your last will and testament may sound like the definitive word on your estate. But while it's ...
Season Of Giving
As we enter the last month of a turbulent year, we also begin the season of giving. ...
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 ...
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 ...
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 ...
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 ...
Give Wisely to Maximize Your Charitable Impact
Contribute to the causes you care about with strategies that match your intentions. Two studies conducted at ...
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 ...
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 ...
Ideas to Take Your Generosity Further [INFOGRAPHIC]
From dedicated trusts to volunteering, there are many ways to not just leave behind a legacy of ...
5 Reasons Wealth Transfers Fail
Knowing these common legacy pitfalls can help your family avoid them. Family coach and author Roy Williams ...
Tips for Creating an Inheritance That Lasts Generations
Preparing your heirs for sudden wealth can help prevent unwise spending. If you have wealth to transfer, you ...
Who Gets What, When?
It won’t always be easy, but it’s worth deciding how you want to share your legacy so ...
Loved Ones, Legacies and Life Insurance
For some estate planning and financial goals, life insurance may be just the solution. You likely think ...
Caring for Each Other During COVID-19
Five ways to overcome adversity – together. In times of crisis, a popular quote by Fred Rogers ...
Should Your Estate Plan Address Addiction?
Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult ...
Gifting in a Volatile Market
During times of market volatility, it’s important to review your charitable options and opportunities. The coronavirus has ...
The Three T’s of Effective Trustees
Here’s how to choose a trustee that’s up to the important task at hand. Choosing a trustee ...
Giving Back Can Be Very Good for Business
Explore four ways that giving back can benefit you, your business and your staff. Did you know ...
Strategies for Keeping Your Beloved Home Within the Family
Preserving your property across generations takes thoughtful planning and open communication. Watching your daughter take her first ...
Optimize Your Estate Plan for 2020 and Beyond
Five ways to refine your plan for the future. A new year brings new opportunities to help ...
Single Parent? Formalize Your Estate Intentions
Documenting your future wishes is especially important if you’re the single parent of an underage child. No ...
Proud Alumna or Alumnus? Explore Strategies for Giving Back
There are many ways to support an alma mater – donating QCDs, giving appreciated stock or founding ...
Why Didn’t the New Standard Deduction Stunt Charitable Giving?
Americans’ total unadjusted giving actually increased year over year – posing the possibility that, for the charitably ...
The Rise of Female Philanthropists
Women are wealthier and making waves when it comes to philanthropy. It may seem stereotypical, but women ...
The Timeless Tradition of Charitable Giving
As 2019 wanes, consider the many ways charitable giving can brighten a holiday season. Charitable giving is ...
Who Should You Choose to Execute Your Estate?
When selecting a personal representative, consider the role's many responsibilities. Selecting a personal representative for your estate, ...