Five steps to more strategic, effective philanthropic giving

Ways to assess if your giving is making the impact you'd like.

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College prep for parents: A quick checklist for the legal paperwork you and your student will need this fall

Now is the perfect time to start gathering the legal documents you and your student will need this fall. This is particularly important if your child is age 18 or older which is the “age of majority” in most states.

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How Successful Women Are Changing the Face of Philanthropy

As the amount of wealth that women control continues to grow, we take a look at how their approach to planning and giving is different.

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Is your estate plan in sync with your financial plan?

When was the last time you took a look at your estate plan? Last year? Five years ago? No doubt things have changed in your life and your financial situation since then. Here are ten questions that can help you decide if your estate plan needs adjusting right now to make sure it’s in sync with your current financial situation.

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Six life events that affect your financial plan – and how to prepare for them

While you may need to quickly adjust your financial “sails” occasionally to respond to unexpected life changes, there are many other events that you can prepare for in advance to make future course corrections much easier. Here’s a review of six major life events that can alter your financial plans – plus some actions you can take now to make sure you’re prepared for the future.

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Geriatric Care Managers: Who Are They And How Can They Help?

For aging adults, maintaining their independence is a highly-valued goal. Families most often take the lead in helping their parents with day to day, health and financial matters, but sometimes a more specialized expert is needed – especially when navigating health care concerns. Enter the Geriatric Care Manager. Want to learn more about who this is and how they can help?

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Creating an effective trust for your family member with special needs

Caring for someone with special needs can be physically, emotionally, and financially challenging – especially if your loved one is not capable of make rational decisions about money. A Special Needs Trust administered by a trustee with experience in navigating SSI and Medicare, can relieve some of your stress, assure the financial well-being of your loved one, and preserve family harmony.

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Resource Guide for Family Roles and Experts

Building a trusted team of advisors to help with legal, financial and healthcare decisions will help by filling gaps in knowledge where they exist to better create a holistic plan.

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Mid-Year Financial Checkup

The midpoint of the year can be a good time to step back and assess your financial goals to make sure you're still on track and given any changes in the economy and markets as well as your personal situation.

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The Next Steps: Gathering the Information to Make a Plan

You’ve scheduled the meeting, drawn up the agenda and invited the relevant family members. Now what?

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