Strategies for keeping your beloved home within the family
Preserving your property across generations takes thoughtful planning and open communication.
Estate & Giving
The delicate juncture of estate planning and substance abuse
Determining how you want your wealth distributed at the time of your passing can be emotional and complex – especially if your heirs struggle with addiction or substance abuse.
Estate & Giving
The three T's of effective trustees
Here’s how to choose a trustee that’s up to the important task at hand.
Estate & Giving
Did you know 529s are powerful estate planning tools?
These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Lifestyle
Leave a legacy that goes beyond money
Share something of significance and pass on so much more than money.
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
Estate planning complexity with the rise of new technologies
The language used in important documents may need to shift to reflect recent innovations and complex family dynamics.
Family & Lifestyle
The importance of a good paper trail
Living life and facing death can be liberating (and it doesn’t have to be difficult).
Estate & Giving
The Giving Pledge, enduring generosity and charitable change
Billionaires’ public pledges make headlines, but strategic and impactful philanthropy isn’t exclusive to celebrities.
Estate & Giving
“No kids” shouldn't mean “no estate plan”
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
Out-of-the-box alumni donations
Think beyond checks, endowments and scholarships. Explore alumni donations that have truly broken the mold.
Family & Lifestyle
