Whether you give your time or your money, you're leaving a legacy.

Decide how to donate your time or money

Charitable work or donations can intersect with your other priorities-make sure your time and money are well spent.

Helping your heirs get what they deserve

Learn the basics about wills and trusts.

They're getting what? Keep your beneficiaries up to date

Keeping your beneficiaries up to date will help ensure your hard-earned assets are passed to your intended heirs.
Named as executor? Get organized and seek help
Getting your details organized can take you a long way. Learn about the duties and responsibilities of an executor.
Overview of basic estate planning terms
A list of the most commonly used estate planning documents and the role each plays to help you understand the process.
Planning for the unexpected
How prepared are you? Learn how you can prepare for unexpected events.

Giving back for the greater good: How to match your money and time with your values

Whether you give a little or a lot, you can find purpose and meaning in helping others or supporting your chosen cause.
How one woman fulfilled her vision for helping both returning soldiers and shelter animals.

A labor of love - How to make the most of work-sponsored giving

Trying to figure out how to donate your time, skills or money? Explore opportunities through your employer that may match your interests.
Helpful Tools
Other life priorities
Finances
Family
Health
Home
Work
Leisure
View all
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Investment products, insurance and annuity products:
Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Merrill Lynch is the marketing name for Merrill Lynch Wealth Management, and Merrill Edge®, both of which are made available through Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S). Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.

Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

MLPF&S and Bank of America, N.A. make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation.

© 2018 Bank of America Corporation. All Rights Reserved.
B965BD35 (SCD*******803)