Recent Posts

  • News you can use: 7 questions to start a family legacy conversation

    August 22, 2017 Discussion

    News you can use: 7 questions to start a family legacy conversation

    Do you find it difficult to begin a conversation about wealth planning with your loved ones? If you do, then you are certainly not alone. In fact, research shows that many people are uncomfortable talking about sensitive topics like family finances, philanthropy, inheritance, and other future intentions. It can be challenging to decide not only when to start talking about these things, but how much to disclose. Continue Reading ➜

  • Michael Schwartz M.H.A.’71, J.D.’82, P’94

    August 16, 2017 Discussion

    Michael Schwartz M.H.A.’71, J.D.’82, P’94

    Michael Schwartz M.H.A.’71, J.D.’82, P’94 attributes many of his blessings in life to Duke. Before attending Duke, Michael was an army infantry officer. He received his masters and law degree from Duke, then worked at Duke Medical Center for 12 years. He and his wife, Phyllis, established two charitable gift annuities in appreciation for Duke and his invaluable law degree. Continue Reading ➜

  • My Giving Story: Chun Lam

    August 08, 2017 Discussion

    My Giving Story: Chun Lam

    Chun Lam has spent the last decade contemplating the meaning of life. After careful consideration, he’s arrived at the conclusion: The part of us that lives on after we are gone is what we give back.

    “As I become older, I have started to get more philosophical about the world. We are not here for a long time, we are here for a meaningful time. As we get older, we realize the mortality of our lives,” said Lam. Continue Reading ➜

  • News you can use: Forbes’ top 3 estate planning questions

    August 03, 2017 Discussion

    News you can use: Forbes’ top 3 estate planning questions

    Do you have pressing questions on how to begin you estate plans? In this Forbes article, “Probate, Wills, Executors: Your Estate Planning Questions Answered,” a panel of financial advisors and wealth strategists addressed the top three estate planning questions most asked by their readers.

    Here’s a quick snapshot of the top three estate planning questions and answers. Read the article for the full Q&A. Continue Reading ➜

  • A Duke Legacy

    July 27, 2017 Discussion

    A Duke Legacy

    Alden (Bud) W. Dudley, Jr., T’58, MD’62, HS’65-’67, and his family have a long history with Duke. His late wife, Mary Adams Dudley, WC’59, PhD’66, and her father, Raymond D. Adams, MD’37, were alumni. Alden and Mary’s sons, R. Adams Dudley, T`86, MD’91, and Eric Clark Dudley, T`89, are both Duke graduates. The family has begun just as strong a tradition of giving back. Continue Reading ➜

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