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Your wealth plan

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

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People having small group discussions

Charitable giving and rising interest rates: What to know as you plan
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  • Articles
  • Your wealth plan
A woman surrounded by paper and digital financial information

Connecting the dots: The power of aggregation
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  • Articles
  • Your wealth plan
A sunlit oval table is set with snacks, glasses, and small plates to welcome family

Let’s talk: Rising gen values learning from parents
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  • Articles
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Extended family gathered around dinner table.

How much is too much?
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  • Articles
  • Your wealth plan
Woman smiling in her garden

When is the last time you checked your beneficiary designations?
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  • Articles
  • Your wealth plan
Woman and man sit on a boat dock on a lake

Questions to ask if you inherit a trust
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  • Articles
  • 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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  • Articles
  • Your wealth plan
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
  • Your wealth plan
A woman leads a discussion with another woman and man at a conference room table

Tax planning and charitable giving: What to consider now
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  • Articles
  • Your wealth plan
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How often should I LifeSync?
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  • Podcasts
  • Your wealth plan
A couple walking on the beach

Estate planning strategies: 5 actions to consider now
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  • Articles
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