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

    December 19, 2022

    How to Share Your Values with Legacy Letters

    Knowing your values is a big part of the financial planning process. Articulating them in a letter is a way to make sure your intangible assets are remembered.

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  • Charitable Giving

    November 30, 2021

    5 Opportunities to Create a Living Legacy

    With the help of your advisor, you can create a solid plan that allows you to identify what assets in your overall financial picture are available to leave a living legacy.

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  • Charitable Giving

    July 15, 2021

    Creating a Charitable Legacy for When You Are Gone

    Taking prudent and reasonable steps to make your ideal wishes and outcomes known can increase the odds you hit a homerun when it comes to your charitable legacy.

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  • Charitable Giving

    May 07, 2021

    Why Wealthy Donors Don’t Give More

    You can better develop your charitable giving plan by having more qualitative discussions about your giving and your family history. This starts with having a conversation about your most important goals, values, heritages and legacy.

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  • Estate & Trust

    November 06, 2019

    Living a Life Worthy of a Legacy at Any Age

    Material wealth is not required to help, affirm and build up others through an investment of time or influence. Tim Maurer shares a poignant reminder that we don't have to wait on an estate to forge a legacy.

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  • Estate & Trust

    September 30, 2019

    The Foundational Aspects of Planning Your Legacy

    Elliot Dole explores how taking the emotional risk to truly begin discerning what you want to pass on, and why, is a fundamental part of creating a holistic, enduring legacy rooted in your values.

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