Think you’re done with estate planning once you’ve signed your will or trust? Think again! A truly ideal estate plan requires a harmonious alignment of beneficiary designations, asset titles, and legal documents.

The last few years have been tough on many families, and parents and retirees may feel compelled to help family members who have recently suffered economic hardship. Keep these considerations in mind before writing a check.

As we approach the giving season of 2023, it’s a good time to reflect on the state of charitable giving among affluent households. A Bank of America Study offers a comprehensive look at the trends and influences that shape charitable contributions in our society.

With the start of the fourth quarter comes the season of giving. If you’re thinking of donating to your favorite charity in Q4, here are some tips on how to make a difference while reducing the impact on your wallet.

In addition to benefiting charities, donations can also be helpful to the giver, if you know the rules about taxation. Here are some answers to frequently asked questions about charitable gifting.

It can be scary and difficult to talk to your family about your finances. But the holidays can present a perfect opportunity to start the conversation.

The season of giving is upon us, which is a great time to reexamine the ways you give. Are you making the best financial decisions for you and those you care about?

You may already have a will or estate plan in place to guide your heirs in distributing your money or possessions after you die. Does that plan also address how you would like your life to be honored?

Doing your homework before donating can not only help disaster victims quickly and effectively; it can also help you feel you’ve truly made a difference.

Is your child reaching the age of majority soon? If so, you may want to explain the legal ramifications of this important milestone and walk through these basic estate planning concepts.

Just as your financial plan requires regular updates, so does your estate plan. Regular reviews work much like health checkups: They can ensure your plan is working and that you’re catching any potential problems early.

In this recorded webinar, our financial advisors discuss several strategic ways to make a difference all year ‘round through charitable gifting. Learn how to create a gifting strategy that not only supports your favorite causes but also helps create tax efficiencies to save you money.