Money and You

Gifting and Your Legacy: When is the best time to give?

November 12, 2020 | Topics: Recent Articles, Articles, Wealth

Seriously considering the timing and focus of your gifting and legacy for the first time — or perhaps reconsidering it — was among the countless tough questions stimulated by the global coronavirus pandemic. For many, widespread death and uncertainty raised the perennial question: How do I want to be remembered?

Uh Oh! I’m Suddenly Rich. Now What Do I Do?

Surprisingly, dealing with sudden wealth can become a nightmare. Learn the five steps you can take immediately to successfully manage the financial and emotional crises that can come with sudden wealth.