Trusteed IRA: Where retirement and estate planning meet
Prepare for your retirement, your estate and the unexpected.
Estate & Giving
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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
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
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529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving
Sharing something of significance
Create a legacy that passes on so much more than money.
Estate & Giving
Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Estate & Giving