Estate planning for unmarried partners, especially within the LGBTQ+ community, can be complicated and nuanced since laws and regulations tend to prioritize married couples. Listen as our planning experts offer helpful tips on how you can ensure that your individual and joint assets are titled and distributed according to your wishes.

Without an estate plan, the courts control who receives your assets once you’re gone. How do you make sure decisions are made according to your wishes? Listen as our planning experts discuss each element of an estate plan and how one keeps you in control.

Even if you are secure in your finances, setting a budget can be your guide to financial peace of mind and show you how to optimize your assets. Our planning experts outline the deeper benefits of a budget, with tips on how to create one that works for you.

Sustainable investing can mean different things to a range of different investors. A focus on ESG, or environmental, social and governance issues, can lead to a range of opportunities, but also brings questions and potential confusion. Listen as Managing Director of Sustainable Investing Jeff Finkelman discusses how we view all aspects of sustainable investing, including helping investors understand how it may have a place in their own portfolios.

Losing a spouse is life-altering and can be financially stressful. It’s often difficult to decide what to do and when to do it. Our experts discuss specific financial steps to update your finances, understand tax implications and make decisions about property and other assets when you are most overwhelmed.

You may intend for your estate to pass smoothly to your heirs, but the process of settling your estate can be stressful. Complications might arise and tension can be high. What’s the best way to avoid conflict? Our experts provide key insight, including to be organized, be specific and make sure you communicate in advance.

The benefits that your philanthropic work creates can extend beyond your community. Our experts offer ideas on how philanthropic involvement can help children and young adults build confidence, professional connections and cultural awareness. As you support the next generation, here are specific ways you can use philanthropy to strengthen their financial skills.

When it comes to fulfilling charitable goals and maximizing income tax benefits, two popular options are establishing donor advised fund or creating a private foundation. How do you decide which approach is right for you? Or is an outright gift an option? Our experts discuss the advantages and distinctions of each approach, and how to tie in your interests and values, to help you find the best way to manage your charitable giving.

Whether it’s for tax reasons, the appeal of a new vacation home or the advent of remote work, more people are considering changing their state of residence. But it isn’t as simple as just saying you live somewhere else. To help you understand the tax implications and decide whether changing your state of domicile is right for you, our experts answer questions and offer tips about what domicile means to your state income taxes.

For international families with relatives living in the U.S., estate planning and transferring wealth to the next generation can be tricky unless you understand the U.S. tax system and related laws. Our trust and estate planning experts offer tips and explain what you need to know.