Major life events mark our most important milestones. As we all continue to adjust in these uncertain times, flexibility is key. We reconsider what is most important to us, re-examine our plans, and try our best to prepare for what’s to come. If you are looking for a way to have an impact at Duke […]

In this three-part series, we’ll explore strategic gift options and introduce you to Duke alumnae who have made lasting impacts on the university through planned giving. Whether you are just starting to consider how a legacy gift can work for you, or are already working with a financial advisor or estate attorney, we are here […]

Major life events mark our most important milestones, and, let’s face it, we’re in the midst of a major life event that none of us ever expected. In times like these, flexibility can be key. We can reconsider what is most important to us, re-examine our plans, and try our best to prepare for what’s […]

Thoughtful estate planning is important if we want to provide for the people and causes we truly care about in life. The process includes terms – such as will, revocable (“living”) trust, and Beneficiary Designation/Payable on Death/Transfer on Death forms – that may not be familiar to everyone. In this article, we hope to help […]

Conventional wisdom suggests that we review our estate plans every three to five years. If you are like me, reviewing your estate plans may stay on your “to do” list far longer than five years. It often takes an external event—such as the prospect of summer travel—to inspire us to dust off our estate planning […]