Tools & information to enlighten and inform
Putting the things you need at your fingertips is just another way we serve you. Here, you’ll find insightful blog articles written by us, and a page on behavioral finance, to explain and help prevent irrational investor behavior. There’s our “living your legacy” module, for tips on how you can strengthen the impact you have today on the people and causes you value most. You will also find a tool to help you compile your confidential financial information in one secure place, and another to help you determine what your business is worth. As always, if there is anything else you ever need, feel free to let us know.
Assembling your wealth planning team
Whatever you envision for your wealth, it’s important to have professionals around you who share and support that vision.
Retirement & Longevity
Understanding the types of endowments
How to maximize your impact through long-term support.
Estate & Giving
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The art of giving what you can't take with you
How to start planning for the future of a valuable collection.
Estate & Giving
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
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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
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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
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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