Trust and Legacy 
Insights and Perspectives

We’ll bring you articles, updates, and insights from Enterprise, Lido, and our affiliated professionals.

Insights

Planning

Insights

Giving Strategies: Donor Advised Fund or Private Foundation?

February 2024

Planning

Insights

Gift Giving Strategies: Charitable Lead or Charitable Remainder Trust?

February 2024

Planning

Insights

Philanthropy: The Why and How of Giving

November 2023

Planning

Insights

Turning Inspiration into a Legacy: Next Generations

November 2023

Planning

Insights

The Essentials of Philanthropy: Passion, Purpose, and Action

October 2023

Estate & Trust

Insights

How life changing events can impact your estate plan

October 2022

Tax

Insights

Making the Most of Your Gift to Charity

September 2022

Estate & Trust

News

Lido Advisors Announces Acquisition of Enterprise Trust & Investment Company

June 2022

Estate & Trust

Insights

Will vs. Trust – Which One Is Right For You?

June 2022

Back to top

Speak with our team

Let's explore your vision for your family's future.

Contact Us