8 Essential Documents for Your Estate Plan
2/23/2021
Your estate plan should include more than just a will. Review the documents you’ll want to prepare and the role each one plays in carrying out your intentions.
Estate & Giving
The Three T's of Effective Trustees
2/17/2021
Here’s how to choose a trustee that’s up to the important task at hand.
Estate & Giving
Who Should You Choose to Execute Your Estate?
1/26/2021
When selecting a personal representative, consider the role's many responsibilities.
Estate & Giving
Strategies for Keeping Your Beloved Home Within the Family
1/25/2021
Preserving your property across generations takes thoughtful planning and open communication.
Estate & Giving
“No Kids” Shouldn't Mean “No Estate Plan”
12/8/2020
Regardless of your family situation, it’s important to have certain estate planning essentials in place so that your legacy is left the way you intend.
Estate & Giving
The Gift of Appreciated Stock
11/23/2020
Donating appreciated equity can be a gift for both you and your favorite charity.
Estate & Giving
3 Ways to Help Loved Ones During Uncertain Times
11/17/2020
Maximize your generosity in the current environment with these gifting strategies.
Estate & Giving
// Family & Life Events
Tax Tweaks Often Affect Givers’ “How” but not Their “Why”
10/20/2020
Generous families remain a positive force amid this tough year – though some have adjusted their strategies due to the CARES Act.
Estate & Giving
Did You Know 529s Are Powerful Estate Planning Tools?
10/20/2020
These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Life Events
// Estate & Giving
Evaluating a Nonprofit? Ask Some Common For-Profit Questions
9/25/2020
These tried-and-true business practices could influence your charitable giving decisions.
Estate & Giving
Give Wisely to Maximize Your Charitable Impact
9/22/2020
Contribute to the causes you care about with strategies that match your intentions.
Estate & Giving
