Our Resources
Buckingham clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.
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August 12, 2024
Top Estate Planning Mistakes to Avoid
A well-executed estate plan contains many moving parts that should align with your ever-evolving unique goals and circumstances.
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June 04, 2024
What You Need to Know When Inheriting an IRA
In this session, Chief Planning Officer Jeffrey Levine discusses what IRA owners and their beneficiaries should know when transferring accounts to heirs.
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May 20, 2024
Should You Hire a Professional to Manage Your Trust?
If you have a trust as part of your overall estate plan, hiring a professional trustee can offer valuable benefits.
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September 19, 2023
Strategies for Effective Gifting to Family Members
To make the most of your gift, you’ll need to plan for the potential tax consequences and how the gift fits in with your overall financial goals and estate plan.
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August 23, 2023
3 Estate Planning Tips for Same-Sex Couples
A proper estate plan will help those left navigate the disposition of assets and the probate court system, especially for unmarried couples and some married same-sex couples.
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January 02, 2023
Ring in the New Year with a Fresh Look at Your Financial Plan
As you get started on your resolutions this year, don’t forget to flex your fiscal muscles and review your financial goals. Six smart strategies will help you plan for the best year yet.
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December 19, 2022
How to Share Your Values with Legacy Letters
Knowing your values is a big part of the financial planning process. Articulating them in a letter is a way to make sure your intangible assets are remembered.
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September 26, 2022
5 Reasons Your Financial Advisor Should Review Your Will
Financial advisors can offer a different perspective about the legal terms in estate documents and what they will mean financially for you and those who inherit your assets.
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June 27, 2022
Managing Your Digital Legacy
We are all familiar with the benefits estate planning can provide. Yet, an often-overlooked part of estate planning is defining how our heirs should manage our digital assets after we pass or become incapacitated.
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August 18, 2021
Gifting Money? Develop a Plan
If you are thinking about sharing assets during your lifetime with family and heirs, start by getting acquainted with some planning implications to consider around current gift and estate tax rules.
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June 03, 2020
What Illustrating Your Wealth Transfer Plan Can Show You at a Glance
One tool to potentially enhance your wealth transfer plan’s effectiveness, is to create a simple, visual representation of where your assets will flow.
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April 22, 2020
Stuff to do While Quarantined: Fill out Your Estate Planning Inventory
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February 20, 2020
Educate Your Heirs
Wealth Advisor Connie Brezik looks at why one of the best gifts you can leave your heirs is education about money in general and your financial affairs specifically.
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