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Build Your Legacy. Create a Plan
No matter the size of your estate, everyone needs a plan for the future. A plan helps ensure that your wishes are carried out and your loved ones well cared for. If you're like most people, chances are you need to do some planning, or at least update the plans you already have in place.
We've prepared a free estate planning guide and a guide to getting started with planned giving that can be very useful to help you create or update your plan. Click below to learn more and request your free copy.
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Thursday June 4, 2026
Personal Planner
Bill and Alice started their family business many years ago. The early years were very challenging. Both worked without...More |
Savvy Living
I want to leave something meaningful for my family, beyond just money or property. I have heard about “legacy letters,” but I do not really know what they are or how to start one. Can you help?
A legacy letter, also known as an ethical will, is a personal note to your loved ones in which you can share your values, life lessons, cherished memories, hopes and guidance. Unlike a traditional will, which focuses on legal matters, a legacy letter expresses your values, experiences and relationships.
Why write a legacy letter?
Many people think their legacy includes only money or property, but the most lasting impact often comes from your words, ideals and life lessons. A legacy...More |
Washington News
The Department of Treasury has announced the activation of the new child IRA accounts also known as "Trump Accounts." These tax-deferred accounts formally launch later this summer.
Treasury Secretary Scott Bessent reports that six million children have been enrolled in the Section 530A Trump Accounts. Parents and other qualified adults are submitting IRS Form 4547, Trump Account Election(s) to enroll. The Treasury also launched a smartphone app for the Trump Accounts. The smartphone app is controlled by the Department of Treasury, but it was developed by Bank of New York Mellon Corp. and Robinhood Markets, Inc.
The smartphone app enables enrollment of children, contributions to...More |
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