Estate & Giving
Big and small ways Americans are making a difference.
Estate & Giving
Highlighting key provisions for itemizers, non-itemizers and corporations.
Estate & Giving
How to make a meaningful impact with your RMDs.
Estate & Giving
What if the most important financial conversation you’ll ever have…is the one you’ve been avoiding?
Estate & Giving
In no circumstance is end-of-life care an easy conversation, but if you ever find yourself needing to make those tough decisions for a loved one, it’s comforting to know what they want.
Estate & Giving
Think 529 plans are just for college savings? Think again. These accounts do more than help cover tuition—they can also play a powerful role in your estate planning strategy.
Estate & Giving
Smart estate planning doesn’t just take into account what you’ll pass down to your heirs, but how you’ll do it. There are numerous ways to make the transfer, and some offer more protection than others.
Estate & Giving
As wealth grows, so does the desire to increase charitable contributions – and leave a legacy of generosity. Involving your family in such a noble effort can bring even greater joy. It’s a heartwarming feeling when you pass down your value of helping others, to live on long after you’re gone.
Estate & Giving
When it comes to giving back to the community or supporting a cause, it’s essential to do your due diligence before donating to any organization.
Estate & Giving
A suite of early works from a celebrated artist. A complete set of first editions without a single cracked spine. A Brasilia buffet full of Pyrex. A spare room dedicated to artfully curated Star Wars memorabilia. All passionately collected – and potentially at risk, without a thoughtful plan to either keep them in the family or share them with the world.
Estate & Giving
You’ve worked long and hard to build your estate. Don’t let blunders keep your wishes from being carried out and leave your family – and wealth – in the lurch. Here are a few lessons to keep in mind.
Estate & Giving
Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility — many types of trusts exist, each designed for a specific purpose. Although trust law is complex and establishing a trust requires the services of an experienced attorney, mastering the basics isn’t hard.
Estate & Giving
An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its importance and because circumstances change over time, you should periodically review your estate plan and update it as needed.
Estate & Giving
If you’ve recently received an inheritance, you may be facing many important decisions. Receiving an inheritance might promote spending without planning, but don’t make any hasty decisions. Here are some suggestions that could help you manage your inheritance.
Estate & Giving
You’re beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools exist to keep your property safe from tax collectors, accident victims, health-care providers, credit card issuers, business creditors, and creditors of others.
