Trust and Estate Plan

Where will your assets go after you’re gone? Learn tips on estate planning best practices that include limiting estate taxes, setting up trusts for charities and loved ones, managing funeral arrangements, and gifting assets to family.

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  • Financial Planning
  • Investing
  • Retirement
  • Taxes
  • Trust and Estate Plan
  • Women and Wealth
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Article

Values and Life Lessons for Estate Planning

Formal family meetings can help facilitate a discussion on values, end of life wishes, and legacy.

Kara Duckworth, CFP®, CDFA®

Kara Duckworth, CFP®, CDFA®,

Mar 1, 2019

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Podcast

Episode 25: Best Practices in Estate Planning

Tax laws enacted at the start of 2018 can mean significant changes to your wealth and estate planning strategies.

Doug Fabian

Doug Fabian,

Jul 19, 2018

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Podcast

Episode 19: Lost Planning Opportunities with Drew Kanaly

How do you make sure your critical estate planning documents are in order? What is the benefit of working with a trust company?

Doug Fabian

Doug Fabian,

May 2, 2018

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Podcast

Episode 10: Estate Planning Basics

Wondering whether you need an estate plan? Learn what triggers the need for one and where to begin.

Doug Fabian

Doug Fabian,

Mar 20, 2018

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Article

When Should You Update Your Estate Plan?

Congratulations, you have an estate plan. Now you need to keep it updated.

Jeremiah H. Barlow

Jeremiah H. Barlow,

Aug 24, 2018

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Article

Double The Impact of Your Assets With Your Gifting Strategies

Time to consider how the increased exclusion amounts for estate taxes impacts your tax planning.

Jeremiah H. Barlow

Jeremiah H. Barlow,

Aug 24, 2018

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Article

Can Retirement Trusts Help Protect Beneficiaries?

Appointing beneficiaries is common for retirement assets, and to protect your beneficiaries, you may also want to set up a retirement trust.

Jeremiah H. Barlow

Jeremiah H. Barlow,

Jun 8, 2018

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