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Blueprints Blog

Gift planning insights to build a plan for your future

The Gift Planning Blueprints blog offers planning insights, charitable giving news and stories of inspiration to help you plan for your future.

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In the weeks following the start of the fall semester for college students, universities across the country have struggled to keep COVID-19 cases from soaring on campus. In North Carolina, UNC-Chapel Hill and NC State have reported a combined 1,700+ COVID-19 cases since classes began in early August. So, where does Duke stand? According to […]

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When more than 145 million people were affected by the Equifax data breach in October 2017, the credit bureau responded by offering a year of free credit monitoring through TrustedID Premier. On January 31, the free service will expire and consumers who “locked” their files may need to reestablish protections to their credit report. The […]

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When you created your estate plan, you considered how your bank accounts, real estate, investment and retirement assets, and liabilities should be managed at the time of your passing. You named an executor of your will, a guardian for your minor children, and even provided for generous donations to charity. Your estate plan is complete. Or […]

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According to the U.S. Census Bureau, growing numbers of American couples are deciding to cohabitate rather than marry. While this choice is personal and valid, it is also important to understand what legal and financial risks you may be taking by choosing not to marry. This Fidelity article addresses common financial and estate planning issues […]

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Writing a will is arguably one of the most sensible things you can do for yourself and for your family. However, if you are among the 56% of Americans without a will, as reported by a 2016 Gallup poll, you might be wondering how to begin the will-writing process. A will is an important part […]

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Millions of Americans were affected by last month’s Equifax security breach, leaving many of us wondering how to protect ourselves from identity theft and keep our accounts safe from fraudulent activity. This recent Forbes article shares helpful strategies on how to keep your personal and financial information secure.   According to the article, protecting yourself from […]

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Tax reform is in the headlines again, and several alumni have contacted our office to ask how charitable giving may be affected, so we thought we’d provide this brief update. At this time, there are three major tax reform proposals getting a lot of attention, outlined below. 1.  Unified Framework for Fixing Our Broken Tax […]

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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 […]

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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 […]

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It’s never too early to being planning for your future. Contrary to popular belief, estate planning is not just for older individuals. In fact, younger people can find the planning process to be both worthwhile and relatively simple to begin. This article from WealthManagement describes the importance of planning for one’s foreseeable future (like marriage, […]

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