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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Article

Which States Have Inheritance Tax?

Find out which states have inheritance tax, estate tax, or both, and whether you must pay these taxes.

Mercer Advisors,

Aug 21, 2020

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Article

Elderly Care in Times of Pandemic

Caring for an aging parent can be challenging, especially during a pandemic; what do you need to know?

Linda Ames Lyons,

Jul 21, 2020

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Webinar

Why Now is the Best Time to Gift to Your Loved Ones

Jeremiah H. Barlow,

May 14, 2020

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Article

Now is the Best Time for Gifting

Now may be the best time to review your gifting strategy due to these three factors.

Jeremiah H. Barlow,

May 14, 2020

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Article

Passing-On Insurance Policies Tax Free

With the SECURE Act changes, an ILIT may help minimize tax liability for your beneficiaries.

Alexandra Chambers,

Feb 25, 2020

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Article

A Charitable Trust Extends Stretch IRAs

A charitable trust can stretch out your retirement accounts to benefit your loved ones and favorite charities.

Logan Baker,

Feb 25, 2020

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Article

New Legislation Impacts Retirement Planning

If you have retirement assets to pass on to your beneficiaries, your estate plan may need to revised

Jeremiah H. Barlow,

Feb 5, 2020

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Article

Breaking News: Congress Overhauls Retirement System and Eliminates Stretch for Inherited IRAs

Jeremiah H. Barlow,

Dec 23, 2019

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Article

Financial Planning for Caretakers of Aging Family

Family caregivers who function as crucial (often invisible) support system for aging family need support too.

Judith Hirotaka,

Sep 5, 2019

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Article

HSAs, Retirement & Their Tax Advantages

Maximize retirement savings with an HSA and designate the right beneficiary to ensure tax-free inheritance.

Frances Smith,

Sep 5, 2019

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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,

Mar 1, 2019

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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,

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,

Aug 24, 2018

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Podcast

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,

Jul 19, 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,

Jun 8, 2018

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Podcast

Lost Financial Planning Opportunities w/ 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,

May 2, 2018

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Podcast

Estate Planning Basics Podcast

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

Doug Fabian,

Mar 20, 2018

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