Your wealth plan

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

A couple and their dog sit on a dock above their reflection

Your vision for investing
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A woman surrounded by paper and digital financial information

Connecting the dots: The power of aggregation
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Grandfather and grandmother gather with family in their living room,

Matching your estate planning strategies to your family structure: What to know
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multigenerational family

The basics of creating trust funds for your grandchildren
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Hands hold a baby sea turtle

Making a difference: Unusual ways to give back
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A group of horses in a field.

Unusual assets and your estate plan: Who gets the horses?
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Three young ballerinas in a line.

Giving well: How can my philanthropy be more focused and fulfilling?
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A woman stares into the distance.

Four Steps to Stronger Family Philanthropy
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A man and woman stand together watching their family

Building a values-based, multi-generation estate plan
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Hands holding mobile phone

How can we authentically connect to money’s impact on our lives?
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a baby grand piano on a concert hall stage

Tax planning and charitable giving in 2021 and 2022: What to consider
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David M. Rubenstein standing in front of a copy of the U.S. constitution

David Rubenstein: The patriotic philanthropist
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Woman and man sit on a boat dock on a lake

Questions to ask if you inherit a trust
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Woman smiling in her garden

Why you should never overlook beneficiary designations
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Woman and man sitting at a table in front of a laptop

Wells Fargo About Money: How do I seek out money information?
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