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
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  • Retirement
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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

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

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

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

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

Judith Hirotaka,

Sep 5, 2019

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Article

To Max Retirement Savings Think HSA

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

Frances Smith

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

Kara Duckworth,

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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