Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Have A Question About This Topic?
Related Content

RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?

How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.

Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."