Legacy Planning: Ensuring Your Mission Lives On
Ask yourself, “What do I want to be remembered for?” When we think about the legacy we’d like to leave behind, our thoughts drift toward those more immaterial things that might not fall neatly into a will or estate plan. That’s because true legacy is not just about wealth. It’s about the values and beliefs […]
Family Philanthropy: Building a Legacy of Giving Together
Giving is more than just an act—it’s a way to build a legacy and strengthen family bonds across generations. Called “family philanthropy,” you and your family have an exciting opportunity to make a difference in a meaningful way. You can more effectively build a lasting legacy by aligning your family’s values with your actions (like […]
