Charitable bequests offer a flexible way to support the university while maintaining access to your funds in case you need them. Bequests can help you achieve your personal and financial goals while providing vital support for the Duke students, faculty, departments, and programs that matter most to you. Two of the most common charitable bequest […]

August is typically the month we think of as the end of summer: back to school, freshman move-in days, last vacations. Looking ahead and planning for the next season is a reminder to update your estate plan or create a will if you don’t have one already. A will is an important estate document that […]

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 […]