Estate Planning Advice

Essential planning for the future

Everyone needs an estate plan even if you have relatively few assets. The goal is to ensure that what you leave behind is passed on as you wish and as tax-efficiently as possible. These resources provide some helpful tips and strategies.

Estate Planning

Securing Your Legacy: Transferring Wealth Across Generations

Intergenerational wealth transfer strategies for you and your family You’ve worked hard to achieve financial wellness for you and your family. But…

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Estate Planning

How to leave a lasting legacy

Giving back is part of who you are. Here’s how to make sure a portion of your wealth makes a difference to the communities and causes you care for.

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Estate Planning

How trusts can protect your assets

Trusts are an excellent way to transfer wealth to family members while you maintain control over the assets. Here’s how they work.

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Estate Planning

Steps for creating your estate plan

Formally communicating your final wishes can protect your estate from legal challenges in the future and preserve your peace of mind today.

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Estate Planning

The risks of co-owning property

Joint property ownership offers a number of benefits, but it also has disadvantages. Find out how using a power of attorney arrangement can help manage the risks.

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Estate Planning

Changing your estate plan as life’s priorities change

Life is all about choice and change. That’s why it is wise to review your estate plan from time to time, making updates as needed.

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Estate Planning

Six strategies to help minimize your estate taxes

As the saying goes, death and taxes are the only guarantees in life. But that doesn’t mean when one happens, the other should take everything you’ve left behind.

Couple hiking and standing on a moss-covered rock

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Estate Planning

Planning for long-term care needs of aging parents

Many seniors find themselves turning to family for financial help in meeting their later-years care needs. Here’s what you can do to plan for this.

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Estate Planning

Plan for the future and prepare your will

A will is the cornerstone of any estate plan; it can record your wishes and instructions for everything from disposition of your assets to the type of memorial service you’d like. Here’s what makes it important.