Solidify Your Family Legacy by Preparing Your Beneficiaries
Careful planning and open communication is critical for the successful transition of family wealth and
values.
Estate & Giving
Does Your Estate Plan Account for Your Digital Assets?
Online services, important documents and family mementos can carry great value.
Estate & Giving
Ideas to Take Your Generosity Further [INFOGRAPHIC]
From dedicated trusts to volunteering, there are many ways to not just leave behind a legacy of generosity, but to live it.
Estate & Giving
Leaving Money to Your Kids? Consider These Inheritance Tips
How to have a valuable family conversation about your estate.
Estate & Giving
Who Should You Choose to Execute Your Estate?
When selecting a personal representative, consider the role's many responsibilities.
Estate & Giving
Are Your Important Documents Secure and Accessible?
Keep your financial life organized with a thoughtful combination of digital and physical storage solutions.
Family & Lifestyle
Single Parent? Formalize Your Estate Intentions
Documenting your future wishes is especially important if you’re the single parent of an underage child.
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
Giving Charitably With QCDs
Your required IRA distributions can benefit a worthy cause – while you benefit from a reduced tax liability.
Estate & Giving
5 Reasons Wealth Transfers Fail
Knowing these common legacy pitfalls can help your family avoid them.
Estate & Giving
The Building Blocks of a Family Legacy Plan [INFOGRAPHIC]
Explore a spectrum of strategies that can help you live out your family legacy.
Family & Lifestyle
