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.
Formal family meetings can help facilitate a discussion on values, end of life wishes, and legacy.
Tax laws enacted at the start of 2018 can mean significant changes to your wealth and estate planning strategies.
How do you make sure your critical estate planning documents are in order? What is the benefit of working with a trust company?
Wondering whether you need an estate plan? Learn what triggers the need for one and where to begin.
Congratulations, you have an estate plan. Now you need to keep it updated.
Time to consider how the increased exclusion amounts for estate taxes impacts your tax planning.
Appointing beneficiaries is common for retirement assets, and to protect your beneficiaries, you may also want to set up a retirement trust.
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