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.
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.Read the article
September 07, 2022
How to Start Strategizing for Charitable Giving Season
Learn four ways you can maximize your financial impact and how wealth advisor Elliot Dole believes planning for the long term requires a shift in perspective.Read the article
September 20, 2021
Are You a Smaller, a Baller, or an Aller?
One of the best ways to mitigate uncertainty around what federal estate taxes will look like in the future is to use today’s exemption amount now, while it’s here. Read on to understand how proposed changes to the tax rules could affect you, and what steps can help put you and your family in the best possible position to weather any changes.Read the article
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
November 26, 2018
What Is a Living Trust and How Does it Work?
A living trust is an estate-planning tool to pass on property to your heirs while generally avoiding the costs and delays associated with probate.Read the article