Just like a routine health check, regularly reviewing your estate plan helps ensure it reflects your current life and wishes. Major life events and legal changes can impact your plan, making periodic updates essential to protect your loved ones and legacy.

Involving children in charitable giving nurtures empathy, responsibility, and financial awareness — especially within affluent families. A thoughtful, staged approach helps prepare the next generation to steward wealth wisely while fostering a lifelong commitment to philanthropy and meaningful social impact.

If you’re aged 70 ½ or older, you can consider a “charitable IRA rollover,” or qualified charitable distribution (QCD). Donating this way not only helps a worthy cause; it can also help you save on your taxes.

Fall is prime time for charitable giving, but before you write any checks, consider these two strategies that could help benefit you and your favorite causes. We’ll explore donating appreciated stock and leveraging Qualified Charitable Distributions (QCDs) from your IRA.

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.

Find answers to common DAF and QCD questions, including age rules, limits, tax considerations, and how each approach may fit into your charitable giving strategy.

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?