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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Insurance and Protection
June 20, 2023
Planning for Incapacity: Options for Managing Your Finances
In this interactive workshop, Buckingham’s Chief Planning Officer Jeffrey Levine will discuss three common ways to maintain financial continuity if you or a loved one becomes incapacitated.
Watch the video -
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
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