When savings for kid’s college, consider the pros and cons of a Coverdell ESA vs. a 529 Plan.

An overview of the most common estate planning documents: revocable trust, will, power of attorney, and advance health care directive.

Co-founders Matt Davis and Hannah Boundy share why a legacy well lived is just as important as a legacy well left and how to build one. 

A Donor-Advised-Fund is a great way for the charitably minded to make a meaningful difference while remaining financially efficient.

Practice living your legacy now while you’re still working in preparation for living your financial legacy in retirement.

When interviewing a potential corporate trustee or professional fiduciary, consider these 10 questions in making your decision.

When it comes to executing your living legacy, here are three potential tax mistakes that could set you back. 

A recap of our 2022 Family Wealth and Values Conference.