The benefits of investing with intention
Align your values with specialized investment and philanthropic vehicles.
Estate & Giving
Should your estate plan address addiction?
Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision.
Estate & Giving
As the tax law sunset nears, review savvy gifting solutions
Things to know before estate tax laws sunset in 2025.
Estate & Giving
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
Loved ones, legacies and life insurance
For some estate planning and financial goals, life insurance may be just the solution.
Family & Lifestyle
Establishing a trust? These states have favorable legislation
Review the locations that may provide a leg up when it comes to flexibility, asset protection and tax mitigation.
Estate & Giving
Tips for creating an inheritance that lasts generations
Preparing your heirs for sudden wealth can help prevent unwise spending.
Estate & Giving
10 things your kids don’t want when you downsize
Among the list of least-wanted heirlooms? Fancy dinnerware, dark brown furniture and sewing machines.
Estate & Giving
Refine your giving when communities need it most
We’ve gathered strategic giving tips that philanthropists of all levels can use.
Estate & Giving
The importance of discussing inheritance with your heirs
As you finalize estate plans and decide how you'll distribute your fortune, it will benefit everyone involved to open lines of communication with presumed heirs.
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