8 Essential Documents for Your Estate Plan
2/23/2021
Your estate plan should include more than just a will. Review the documents you’ll want to prepare and the role each one plays in carrying out your intentions.
Estate & Giving
Who Should You Choose to Execute Your Estate?
1/26/2021
When selecting a personal representative, consider the role's many responsibilities.
Estate & Giving
Strategies for Keeping Your Beloved Home Within the Family
1/25/2021
Preserving your property across generations takes thoughtful planning and open communication.
Estate & Giving
“No Kids” Shouldn't Mean “No Estate Plan”
12/8/2020
Regardless of your family situation, it’s important to have certain estate planning essentials in place so that your legacy is left the way you intend.
Estate & Giving
Did You Know 529s Are Powerful Estate Planning Tools?
10/20/2020
These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Life Events
Leaving Money to Your Kids? Consider These Inheritance Tips
8/18/2020
How to have a valuable family conversation about your estate.
Estate & Giving
The Building Blocks of a Family Legacy Plan [INFOGRAPHIC]
8/13/2020
Explore a spectrum of strategies that can help you live out your family legacy.
Family & Life Events
5 Reasons Wealth Transfers Fail
7/20/2020
Knowing these common legacy pitfalls can help your family avoid them.
Estate & Giving
Tips for Creating an Inheritance That Lasts Generations
6/23/2020
Preparing your heirs for sudden wealth can help prevent unwise spending.
Estate & Giving
Who Gets What, When?
6/16/2020
It won’t always be easy, but it’s worth deciding how you want to share your legacy so the process goes smoothly.
Estate & Giving
Get to Know Special Needs Trusts
6/11/2020
Trust assets can be used for a variety of helpful and enriching benefits, all while not jeopardizing valuable government assistance.
Estate & Giving