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Your wealth plan

Browse below for perspective on charitable giving, family dynamics, and wealth transfer.

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When is the last time you checked your beneficiary designations?
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  • Your wealth plan
A smiling couple sits in front of their computer and reviews a document

Considering a prenup: Questions to ask before you marry
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  • Articles
  • Your wealth plan
A woman advisor with sleek gray hair and a light-colored pantsuit sits on a leather couch and holds out a digital tablet to share information with a man sitting on another couch to her left and wearing a blue suit and watch and holding a pair of glasses.

Year-end questions to ask, changes to watch, strategies to consider
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A woman wearing an black and white dress and a silver necklace holds a tablet and smiles as a man in a pale gray button down shirt and glasses and a woman with short curly gray hair and gray sweater discuss their plans for giving.

Donor-advised funds: A flexible tool for your philanthropic strategy
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  • Articles
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Tax planning and charitable giving: What to consider now
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Charitable giving and rising interest rates: What to know in 2022
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  • Articles
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Giving well: How can my philanthropy be more focused and fulfilling?
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  • Articles
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How often should I LifeSync?
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  • Your wealth plan
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Estate planning strategies: 5 actions to consider now
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An image shows three generations smiling together on the beach next to a graphic showing 86%, which is the percentage of Rising Gen respondents to our survey who say the most important thing they will inherit from their parents is their values, not their money.

What your peers are saying may help provide life hacks for your finances
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  • Research Reveal
  • Rising Gen
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How do I revisit money and meaning?
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  • Podcasts
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Are you prepared to discuss your family’s wealth?
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