What Is Net Worth and Why Does It Matter?
Learn what net worth is, how to calculate it, and why understanding your financial position is essential for planning your financial future.
How to Create a Planned Giving Strategy
Ensure your charitable giving aligns with your legacy goals with this step-by-step planned giving guide.
Financial Tips for Planning to Age in Place
Discover essential financial tips for planning to age in place, from budgeting for home modifications to long-term care and unexpected expenses.
How to Establish a Giving Budget That Aligns with Your Financial Goals
Learn how to set a giving budget that matches your financial capacity and charitable goals, ensuring your philanthropy fits your lifestyle and priorities.
How to Fund Trust Assets
Learn how to fund a trust by transferring assets like real estate, financial accounts, and personal property. Avoid probate and ensure a smooth estate transition.
How to Manage Joint Bank Accounts After Death
Learn the legal steps to manage or close a joint bank account after the death of an account holder.