Leaving Your Lasting Legacy Want to be Smarter With Your Money? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops! Want to do more with your wealth? You might want to consider creating a charitable foundation. Related Content The Financial Literacy Crisis Many Americans are operating their personal finances with only the barest minimum of knowledge. Estate Management 101 A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate. Finding the Balance The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.