Infographic: Three “T’s” of effective trustees
These qualities can help set your beneficiaries up for success.
Estate & Giving
Global giving
A guide to tax considerations and trusted partners.
Estate & Giving
Private foundation vs. DAF: Are you driving the right giving vehicle?
Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.
Estate & Giving
Ensure peace of mind with an heir preparation packet
Help your loved ones navigate a difficult time with a comprehensive guide when it’s needed most.
Estate & Giving
Generous estate and gift tax exemptions may end soon
5/6/2025
Now’s the time to review your estate and gifting plans.
Estate & Giving
Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Estate & Giving
The dual benefits of non-cash donations
Maximize your philanthropic mission and minimize taxes.
Estate & Giving
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving
Choosing the right charitable giving vehicle for your goals
Understand the differences between giving vehicles.
Estate & Giving
Strategies for keeping your beloved home within the family
Preserving your property across generations takes thoughtful planning and open communication.
Estate & Giving
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed to help you to preserve the wealth you’ve wo...
Estate & Giving