Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations? Share | Related Content Exit Strategies of the Rich and Famous Estate conservation is too important to put off. Do you have a smart exit strategy? The 12 Steps to Living Confidently: Legacy and Estate You wouldn’t leave your paycheck on the bus. Without basic estate planning, your wealth is equally at risk. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.