Incorporating the research of Adam Grant on givers and takers sets our kids up to be successful contributors and collaborators.

The benefits of having a financial advisor and planner in your corner.

A few talking points for guiding a meaningful conversation around generational conflicts of interest.

Is it too soon to be thinking about an estate plan?

The sustaining impact of generosity and how doing good is good for us. 

A three-question framework to better understand your priorities and take steps to make them a reality.

Partners Matthew Davis and Hannah Boundy discuss prompting a conversation with your parents about their estate plans and wishes.

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

Legacy Planning is for everyone [i], not simply when you’re reaching your later years. There are many ways that Legacy Planning takes...

This checklist can help you take one step at a time and prioritize the decisions that need your attention.