Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Have A Question About This Topic?

Thank you! Oops!

Related Content

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Directors and Officers Liability Insurance

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.