Planning Perspectives

Trusted, practical guidance on estate and charitable planning strategies, empowering donors to make informed decisions, protect their future, and create meaningful legacies.

close up of document on desk titled "Power of Attorney"Read the featured article:

"Who Will Speak for You?” Why Everyone Over 18 Should Sign Powers of Attorney for Finances and Health Care

Learn about the essential documents that can protect your finances and health care decisions – and spare your loved ones from stressful court involvement. Proactive planning today can ensure your wishes are honored when it matters most.

Read the article: "Who Will Speak for You?”...

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For Those Who Believe in Leaving the World Better Than They Found It: Integrating Charitable Giving and Estate Planning

Thoughtful charitable planning—whether through a will, trust, or other giving strategy—can be a powerful way to plan a secure future while simultaneously aligning your resources with your purpose. Whether you’re thinking about establishing your legacy for the first time or have supported impactful causes for years, choosing to incorporate philanthropy into your estate planning allows you to shape the world for generations to come. Learn more about ways to give with purpose.

Read the article: For Those Who Believe in Leaving the World Better Than They Found It...



an older couple reviewing documents with an advisor, all seated at a table

Estate Planning Made Simple: A Guide to Wills, Trusts, and Final Wishes

This article will walk through the components of estate planning—from exploring your personal beliefs about death to understanding the “big four” legal documents you need. It will also cover often-overlooked aspects like digital property management and practical tips for a seamless transition.

Read the article: Estate Planning Made Simple...



grandparents holding their grandchildren and reading a story book to them

Tax Planning for Estates: 4 Key Strategies

Many individuals and families prioritize reducing estate taxes. By implementing effective strategies, you can minimize the taxable estate and potentially pass on more of your assets to your loved ones and the causes you care about, ensuring the maximum benefit from your legacy. Learn about four key strategies to consider.

Read the article: Tax Planning for Estates...


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