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  • SWAN STREET FINANCIAL
    328 S 5th St Terre Haute, IN 47807-4213 T: 812.232.0700 TF: 888.232.0531 F: 812.235.7173
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Strategies for keeping your beloved home within the family
Preserving your property across generations takes thoughtful planning and open communication.
Estate & Giving
The art of giving what you can't take with you
How to start planning for the future of a valuable collection.
Estate & Giving
Read
View
The roles of trusts [INFOGRAPHIC]
These precise, tax-efficient tools can help ensure your hard work is paid forward in the ways you envision.
Estate & Giving
5 reasons wealth transfers fail
Knowing these common legacy pitfalls can help your family avoid them.
Estate & Giving
Who should you choose to execute your estate?
When selecting a personal representative to carry out the terms of your will, consider the role's many responsibilities.
Estate & Giving
Read
Leaving Money to Your Kids? Consider These Inheritance Tips
How to have a valuable family conversation about your estate.
Estate & Giving
Read
For Better or Worse, Discuss Your Estate as a Couple
7/9/2019
Are you making the transition into married life? Consider these five estate planning to-do’s as you start your life together.
Estate & Giving
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SWAN STREET FINANCIALSWAN STREET FINANCIAL
  • 328 S 5th St Terre Haute, IN 47807-4213
  • T 812.232.0700
  • TF 888.232.0531
  • F 812.235.7173
  • Map & Directions
  • Map & Directions

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