Beyond a Will or Trust: Write a Letter of Intent for Your Loved Ones
A letter of intent is a keepsake for loved ones, but it also helps reduce the challenge of organizing an estate. Here's what to include.
A letter of intent is a keepsake for loved ones, but it also helps reduce the challenge of organizing an estate. Here's what to include.
Making a big donation can be easy if you follow your Core Values. Need a hanger?
Go, Cubs, Go! What is your happy place? Have you been there lately?
Illinois is holding more than $3.5 billion dollars in unclaimed funds. Does some of that belong to you?
Shari Greco Reiches shares the path to peace of mind that comes from knowing that the "money" part of your life is on track.
Congrats to all recent grads! I'd like to share a letter I wrote to my partner David Rappaport’s daughter Leah, upon her college graduation a few years ago, sharing some life lessons.