How do I create a solid estate plan? Get a Sense Check Empower’s Matt Carey talks through must-have documents, trusts, tax-smart strategies, and pitfalls to avoid when creating an estate plan.
“Giving while living” can help build generational wealth Learn how a lifetime gifting strategy can support heirs sooner, offer potential tax efficiencies, and strengthen a financial legacy.
144 million Americans may soon get a new tax break for charitable donations A new law expands charitable tax deductions to 144 million Americans starting in 2026 — while reducing benefits for high earners. Learn how to maximize donations before the rules change.
Charitable giving: Tax-smart strategies for doing good Developing a tax-savvy giving back strategy can be an important part of a comprehensive financial plan — and help make doing good an effective year-round endeavor.
