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 […]

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 […]

Take your front row seats to discover how Duke is moving the world forward. Check out our Ideas That Move the World Forward video library, featuring short, inspiring talks given by Duke’s leading faculty, alumni, and students at recent Duke Forward events.  Here’s just a small snapshot of the inspirational and insightful ideas you will learn about […]

Guest blogger Elizabeth Leverage Hilles’89, Director of Trusts, Estates, and Gift Planning at the University of Virginia’s Law School Foundation and gift planning chair for her 25th Reunion, shares five common estate planning “myths” that can create unintended problems and consequences for you and your family. Myth #1:  Appointing an executor is easy; so is […]