Giving is a Family Affair
Learn how involving family in charitable and estate planning can strengthen shared values, build legacy, and make giving more meaningful across generations.
Our mission is to empower you to live your life of most significance, through intentional planning. We hope the information shared on this page will help you grow impact in the areas of your life that matter most.
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Learn how involving family in charitable and estate planning can strengthen shared values, build legacy, and make giving more meaningful across generations.
A practical, compassionate guide to what to do after a loved one passes away—covering immediate steps, estate and probate tasks, and financial considerations to help families move forward.
Kick off 2026 with smart financial resolutions: update beneficiaries, boost liquidity, review retirement, align investments with your values, and consult your advisor.