Investments You’ve made investments your whole life. Work with us to help make the most of them. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Leaving Your Lasting Legacy Want to do more with your wealth? You might want to consider creating a charitable foundation. Insurance Needs Assessment: Married With Children When you’re married and have children, insurance needs will be different. Building Your Legacy A four-step framework for building a personal legacy.