Don’t let estate blunders get in the way of your wishes
These cautionary tales of estate planning mistakes offer a few important lessons.
Estate & Giving
Define your personal philanthropic mission
A compelling plan to make a genuine impact on the world has a variety of components.
Estate & Giving
Take your business skills to the nonprofit sector
What business leaders should know about the nonprofit sector.
Business Ownership
Help safeguard your assets from a beneficiary's divorce
How a careful and intentional trust will help ensure your intentions are upheld.
Estate & Giving
Choosing the right charitable giving vehicle for your goals
Understand the differences between giving vehicles.
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
Tap into planned giving to help secure your nonprofit's future
Building a long-term pipeline may deliver the confidence your organization needs.
Business Ownership
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving
Sharing something of significance
Create a legacy that passes 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