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  1. Smart Ways to Transfer the Family Business
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    Smart Ways to Transfer the Family Business

    Three ways to create a meaningful legacy, while generating a healthy retirement income for yourself

  2. The Family That Gives Together
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    The Family That Gives Together

    Members of ‘the Greatest Generation,’ Don and Martha Farley have devoted their lives to helping others—and they passed along that giving spirit to their three daughters

  3. The Bulletin: Weekly Tips, Trends and Insights
    finances

    The Bulletin: Weekly Tips, Trends and Insights

  4. Is a Trust Right for You?
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    Is a Trust Right for You?

    Yes, trusts can be an efficient way to provide the next generation with a financial legacy—but they can have other benefits you may not have thought about as well. Read about them here.

  5. Be the Cure
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    Be the Cure

    Eight strategies that could help you get personal with your health-care philanthropy

  6. How Andre Agassi Found His True Purpose—Off the Court
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    How Andre Agassi Found His True Purpose—Off the Court

    The tennis legend talks with head of Merrill Lynch Wealth Management John Thiel about what success—and failure—taught him and why he’s now focused on developing education solutions for underprivileged children.

  7. Why Make Your Heirs Wait?
    giving

    Why Make Your Heirs Wait?

    Giving your children their inheritance now, instead of passing it on in the will, can be very satisfying. Here are some things to consider before fast-tracking your legacy.

  8. Helping Girls Help Themselves
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    Helping Girls Help Themselves

    For 60 years, whether as a board member, donor or volunteer, Donna Brace Ogilvie made it her life’s work to help low-income girls break free of poverty

  9. Healing Vets, Rescuing Dogs
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    Healing Vets, Rescuing Dogs

    How one woman fulfilled her vision for helping both returning soldiers and shelter animals

  10. Snap Stat: Rebels With a Cause, Boomers Give Back
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    Snap Stat: Rebels With a Cause, Boomers Give Back

  11. 3 Ways to Leave Your Vacation Home to the Kids
    home

    3 Ways to Leave Your Vacation Home to the Kids

    Here's how you can let future generations build on the happy memories you've created over the years

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