“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
Leaving Money to Your Kids? Consider These Inheritance Tips
8/18/2020
How to have a valuable family conversation about your estate.
Estate & Giving
// Family and Life Events
The Building Blocks of a Family Legacy Plan [INFOGRAPHIC]
8/13/2020
Explore a spectrum of strategies that can help you live out your family legacy.
Family & Life Events
// Estate & Giving
6 Actions That Can Build an Enduring Philanthropic Legacy
8/11/2020
Making a difference can start with how you live your everyday life.
Estate & Giving
Ideas to Take Your Generosity Further [INFOGRAPHIC]
7/27/2020
From dedicated trusts to volunteering, there are many ways to not just leave behind a legacy of generosity, but to live it.
Estate & Giving
