How an ethical will can help you leave a meaningful legacy
An ethical will can help you pass down your values for generations to come
Estate & Giving
What the SALT cap increase may mean for your taxes
Higher limits may translate into a major change in your tax strategy
Tax Planning
Estate planning without heirs may need special attention
Choosing who to carry your plans forward presents a distinct, but solvable, challenge.
Estate & Giving
The ABCs of IDGTs
Explore the basics of intentionally defective grantor trusts and how these oddly named tools could be an effective addition to your estate plans.
Estate & Giving
From supporter to steward
Why board leadership is one of the most impactful ways to give back
Estate & Giving
Infographic: The ABCs of 529 plans
Give your education savings a head start with a 529 plan. These flexible, tax-advantaged investment accounts can help families save for future education expenses. Here are the basics.
Family & Lifestyle
Giving conditionally
How to keep charitable specificity from hurting your cause
Estate & Giving
Investing in social enterprises: purpose and profit
How investors can support causes they care about while pursuing financial returns
Estate & Giving
The art of influence
Championing cultural philanthropy while bolstering your brand
Estate & Giving
Legacy beyond wealth
Estate planning can be a tool of both generational wealth and self-actualization.
Estate & Giving
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving