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These tried-and-true business practices could influence your charitable giving decisions.
Contribute to the causes you care about with strategies that match your intentions.
How to have a valuable family conversation about your estate.
Explore a spectrum of strategies that can help you live out your family legacy.
Making a difference can start with how you live your everyday life.
From dedicated trusts to volunteering, there are many ways to not just leave behind a legacy of generosity, but to live it.
Knowing these common legacy pitfalls can help your family avoid them.
Preparing your heirs for sudden wealth can help prevent unwise spending.
It won’t always be easy, but it’s worth deciding how you want to share your legacy so the process goes smoothly.
For some estate planning and financial goals, life insurance may be just the solution.
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