The Great

Wealth Transfer Is Underway

Generational wealth transfer is in full swing. Are you prepared to accommodate the sudden influx of millennial wealth?

Combining Trusted Marketing Expertise With Legal Know-How

The Planned Giving Authority


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Melanie Spadaro

The Man Who Died Without A Will

Thousands of other Americans don’t have a will. Meet with an estate planning attorney, or use our LegacyPlanner™ for free to create a simple, legal will that’s valid in all 50 states.

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Getting It All Together: Making Your Will

Making a will is a lot easier than you probably think. But like anything, you have to start with the basics. These are the documents you need to get started creating your will; the things you absolutely must account for; and a few things you’ll want to consider.

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Mindy Aleman

You Had Me at Bequest

Too often, once a prospect has documented his/her bequest intentions, the donor acknowledgment period lasts through several months of standard thank-you letters, a holiday greeting or goodie, and perhaps a recognition dinner (depending on level of gift). The donor’s name is summarily noted in recognition reports, on walls of fame, etched onto a plaque or mug, and whisked away into a legacy giving society. Then, it drops off the crevice into the deep, dark hole of “no further action required.”

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