Our Resources

Buckingham clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.

  • Estate & Trust

    August 18, 2021

    Gifting Money? Develop a Plan

    If you are thinking about sharing assets during your lifetime with family and heirs, start by getting acquainted with some planning implications to consider around current gift and estate tax rules.

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  • Tax Strategies

    July 16, 2021

    Buckingham Talks: How Higher Taxes May Impact Your Financial Future copy

    Independent of one’s political leanings, it’s becoming increasingly likely that U.S. taxpayers are heading into an environment of higher tax rates and more progressive tax policy.

    Read the article
  • Estate & Trust

    June 03, 2020

    What Illustrating Your Wealth Transfer Plan Can Show You at a Glance

    One tool to potentially enhance your wealth transfer plan’s effectiveness, is to create a simple, visual representation of where your assets will flow.

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