Trusteed IRA: Where retirement and estate planning meet
Prepare for your retirement, your estate and the unexpected.
Estate & Giving
GSTs leapfrog a generation to offer estate tax advantages
Generation-skipping trusts (GSTs) can provide certain protections and benefits that other trusts don’t.
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
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