August 2014

Do you have questions about estate planning? Planned giving? Your will? Each month, we feature new articles and interactive features that cover these important but often neglected topics. We hope it will be a useful resource for you.

2014: The Year of the Charitable Remainder Trust

This year we have seen U.S. equity markets continue to reach all-time highs, and real estate values have improved in many parts of the country. More...

Can I Throw This Away? Expiration Date Tracker for Important Documents

Always shred documents to protect valuable information from identity theft—never just throw them away. More...

10 Things You Need in an Emergency

When extreme weather or an unexpected emergency comes knocking at your door, the last thing you want to do is spend precious time searching the house for important documents. Consider putting together an evacuation box today. More...

Truth or Consequences

Consider these estate planning truths:

• Estate planning is for everyone, regardless of age or assets.
• Estate plans aren't for people getting ready to die—they're for people with families and friends.
• Estate planning allows you to protect the people and causes you care about most, no matter what twists and turns happen in life.
More...