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AWP Resources

Estate Planning

Discover foundational guidance, tools and actionable insights related to this topic.

Insights

A Letter of Instruction may not have the legal standing of a will or trust, but it’s an invaluable document in your estate planning toolkit. It provides your heirs and...

Foundations

For many individuals and families, the concept of a legacy extends far beyond financial assets. It’s about the impact you leave behind, the values you instill, and the future you...

Insights

Qualified Charitable Distributions (QCDs) are a direct transfer of monies from your IRA custodian as funds payable to a qualified charity. QCDs may be tallied toward meeting your annual required...

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