Make your files findable when you leave them to your heirs
Living life and facing death can be liberating – and it doesn’t have to be hard.
Estate & Giving
Mastering a significant wealth event
Whether sudden or planned, the right steps can help you take charge of your newfound assets.
Family & Lifestyle
New tax law makes 2025 a strategic year for giving
Highlighting key provisions for itemizers, non-itemizers and corporations.
Estate & Giving
In meaningful memory: Donor advised funds as living legacies
Grief can be a galvanizing force for good, and DAFs can make it easier to channel that generosity while honoring a life.
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
Leveraging your IRA for charitable giving
How to make a meaningful impact with your RMDs.
Estate & Giving
Estate planning without heirs may need special attention
Choosing who to carry your plans forward presents a distinct, but solvable, challenge.
Estate & Giving
The art of giving what you can't take with you
How to start planning for the future of a valuable collection.
Estate & Giving
Infographic: Three “T’s” of effective trustees
These qualities can help set your beneficiaries up for success.
Estate & Giving
Global giving
A guide to tax considerations and trusted partners.
Estate & Giving
Private foundation vs. DAF: Are you driving the right giving vehicle?
Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.
Estate & Giving
