Estate planning

Wondering when—and how—to pass on wealth to loved ones? A candid conversation explores the emotional side of giving, with practical takeaways on timing, fairness, and legacy planning.

Deciding between a donor-advised fund or private foundation to facilitate your family’s charitable giving? Learn key differences in how these vehicles are managed to find the right option for you.

Explore how the 2026 estate tax exemption sunset could impact your legacy planning and learn key strategies to consider now, from simple annual gifting to more complex trust options.

A legacy letter is a gift from the heart for your loved ones. Our team shares more about what a legacy letter is and how to write yours.

Selecting a trustee for your estate can be tricky. We break down the pros and cons of each option and clear up some common misconceptions around trust management.

Learn the seven essential estate planning tasks everyone should tackle – from wills and trusts to beneficiary designations – and why they matter for protecting your legacy and loved ones.

The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 introduces sweeping changes to retirement legislation. Here are three new rules that might impact you.

If you haven’t checked your beneficiary designations lately, you might want to review them. Keeping beneficiaries current can prevent a host of headaches down the line.

Given multiple changes to federal estate tax laws over the past decade, many high-net worth individuals are suffering from estate planning fatigue. Despite the uncertain tax environment, however, estate planning […]

Coordination between an investor, investment advisor, and an estate attorney can help turn what can be a complicated puzzle into a plan.

Despite having an up-to-date will, you may not have selected the best way to pass a retirement account on to heirs.

A trustee’s duties may require expertise in collecting estate assets, filing tax returns, managing investments and interacting with trust beneficiaries. Determining whom to appoint as trustee is an important […]