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 and videos, see our latest below.

  • Estate & Trust

    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.

    Read the article
  • Family Life & Transitions

    August 09, 2021

    Pandemic Pivots: Questions to Ask Yourself About 7 Planning Topics

    Has the pandemic and its fallout led you to reevaluate what you want from the future? While any changes to a holistic financial life plan in response to these events will look different for everyone, a few common themes have surfaced that are worth exploring.

    Read the article
  • Family Life & Transitions

    March 06, 2021

    Who Manages Your Money After Death?

    In the simplest situations, after your death, you leave your money outright to your spouse if he or she is living. Then, when your spouse passes, they leave the remaining money to your children. This assumes a straightforward family scenario, perhaps with only one marriage involved. Ideally, everyone is experienced with money management, has happy and stable relationships themselves, and there are no major personal issues to worry about.

    Read the article
  • Family Life & Transitions

    June 29, 2020

    Have a Conversation, for You and Your Family

    Health issues can emerge suddenly and without notice. Making sure you and your family are prepared for these situations – now and in the future – is an act of kindness.

    Read the article
  • Estate & Trust

    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.

    Read the article
  • Estate & Trust

    April 22, 2020

    Stuff to do While Quarantined: Fill out Your Estate Planning Inventory

    Read the article
  • Tax Strategies

    March 26, 2020

    Maximizing Outcomes by Reducing Taxes Over Your Lifetime

    There are really only four things you can do with your money: spend it, save it, donate it to charity, or give it to the government. Learn how to maximize those first three buckets and minimize the last one.

    Read the article
  • Estate & Trust

    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.

    Read the article
  • Estate & Trust

    November 06, 2019

    Living a Life Worthy of a Legacy at Any Age

    Material wealth is not required to help, affirm and build up others through an investment of time or influence. Tim Maurer shares a poignant reminder that we don't have to wait on an estate to forge a legacy.

    Read the article
  • Estate & Trust

    September 30, 2019

    The Foundational Aspects of Planning Your Legacy

    Elliot Dole explores how taking the emotional risk to truly begin discerning what you want to pass on, and why, is a fundamental part of creating a holistic, enduring legacy rooted in your values.

    Read the article
  • Business Ownership

    November 07, 2018

    What Is Probate and Why Should I Avoid It?

    Buckingham Practice Integration Advisor, Thomas Bodin, focuses on probate and why you may want to avoid it when developing an estate plan.

    Read the article
  • Estate & Trust

    September 13, 2018

    What Is a Springing Power of Attorney and Why Do I Need One?

    The majority of people are familiar with the general power of attorney, but a springing power of attorney can be another option you may decide to utilize in your estate plan.

    Read the article
  • Estate & Trust

    August 29, 2018

    What Are a Good Estate Plan’s Essential Elements?

    Establishing a solid estate plan is critical regardless of you age, health or wealth. Michael McAninch discusses the documents that make up a good plan and what to consider when creating each.

    Read the article
  • Business Ownership

    July 02, 2018

    The Dentist’s Financial Playbook: Establishing an Estate Plan Aligned With Your Objectives

    Tom Bodin discusses the estate planning process and the concerns and solutions practice-owning dentists should consider.

    Read the article
  • Retirement

    May 15, 2018

    The Financial Perils of Old Age

    Larry Swedroe unpacks a resource to help investors navigate the many financial aspects of elder and long-term care.

    Read the article
  • Estate & Trust

    April 20, 2018

    Why Reviewing Your Account Beneficiaries Matters

    Buckingham's Connie Brezik on why it's so important to ensure your beneficiary designations align both with your wishes and the provisions in your will or trust.

    Read the article