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The college application process is the culmination of everything you've spent time working on throughout high school. Remember that planning ahead and breaking the process down into smaller steps will make it much more manageable and straightforward. Follow this path to navigate the road to college with great clarity and success.

Selecting the right trustee is one of the most important decisions a grantor will make. The role of trustee has evolved significantly over the 21st century, and today’s trustee needs to recognize that a trust is rooted in a human relationship, not just a legal one. When selecting your trustee, look for the 7 traits to help you select the righ...

In preparing for the birth of his daughter, David Slover developed a to-do list each parent should think about executing. Topics shared include Last Will and Testament, Financial and Healthcare Powers of Attorney, Living Will, Life Insurance Policies and Retirement Accounts.

Organized month by month, this timeline lists the steps and target goals to keep you on track with the college application cycle.

Getting ready for college is an important part of any education planning. From 9th grade to 12th grade, these college preparation checklists provide a clear outline for parents and their high school children who want to know more about how to get ready for college. The first key step will begin with choosing the right courses in high school.&n...

Whether or not a college requires an interview as part of its application process, it’s highly encouraged to have one with an admissions representative or alum. These interviews are a great opportunity to ask questions and learn more about the institution. This guide with tips for success, sample questions, and a preparation checklist will he...

Visiting colleges is a great way for a college-bound student to gain a firsthand view and help determine which college is the right fit. To make the most of each visit and as part of your education planning, get prepared with this guide that offers tips, checklists, and thoughtful questions to ask your admissions rep and current students about the ...

Philanthropy is embedded in the fabric of wealth management. Whether it's the Silent Generation or Generation Z, each generation wants to make an impact through charitable giving. With each generation having its own set of beliefs and perspectives, it's important to bridge that gap and ensure that, as wealth passes through generations, the ...

College graduation marks the start of a career with new responsibilities and decisions. It's an exciting time but can be filled with uncertainty. Having a game plan can help the transition from college to the "real world.” This piece provides a handy checklist—including tips on budgeting, establishing credit, and online securit...

For a variety of reasons, Americans tend to be reluctant to discuss the specifics of their wealth—especially with adult children. While there may be discomfort around talking about wealth, there are several good reasons and ways to have these critical conversations. For more insights and tips on ways to set the stage for better family comm...

The creation of family wealth takes years of dedication, sacrifice, and hard work. To ensure that the hard-earned wealth is sustainable for generations, mentoring family members plays a key role in the successful transition of family wealth. Serving as an effective framework is the Family Wealth Mentoring Pyramid™ that incorporates five areas...

Successfully transferring wealth to the next generation requires healthy and open communication within a family. In this Insights episode, learn how philanthropy can create the unique opportunity for families to do this by sharing values, making decisions, and giving back together.

A trustee’s job is to carry out the intent of the trust creator, using the trust document as a roadmap. Trustees and beneficiaries must work to build a mutually beneficial relationship to ensure long-term success. In the latest Tolleson Insights podcast, President Richard Joyner provides a road map on the five principles families should consi...

Death isn’t something many want to think about, but estate planning is a complex topic with consequential decisions. Tolleson Wealth Management President Richard Joyner discusses what to think about and how to select a trustee in this episode. Listen to the next episode to learn about the five principles families should conside...

Liesel Pritzker Simmons, principal and co-founder of Blue Haven Initiative, and her mom Irene Pritzker, president of the IDP Foundation, have built innovative family philanthropy efforts. In this Family Philanthropy Speaks episode, hear how Liesel and Irene have learned alongside one another while forging their own identities as impact in...