Charitable giving, legacy planning, and passing wealth to the next generation.
Learn how to plan for family business succession, preparing the next generation, valuing the business, and structuring a tax-smart ownership transfer.
Practical charitable giving strategies, bunching, appreciated stock, QCDs, and DAFs, that support causes you care about while reducing your tax bill.
Learn how to give to charity through your estate, beneficiary designations, bequests, charitable remainder trusts, and QCDs, in a tax-smart way.
What is a donor-advised fund and how does it work? A beginner's guide to tax-smart giving, contribution limits, and choosing a DAF provider.
A step-by-step guide to building generational wealth as a family, from a strong financial foundation to estate planning and teaching the next generation.
Learn how to talk to your family about your estate plan and inheritance decisions, when to have the conversation, what to cover, and how to avoid conflict.
Age-by-age guidance for talking to kids about money, from toddlers to teens, and building financial values that actually last into adulthood.
Legacy planning goes beyond a will. Learn the four pillars of a complete legacy and how to pass down both wealth and wisdom to the next generation.
Confused about trusts? Learn how revocable and irrevocable trusts work, what they cost, and whether your family actually needs one.