Learn what’s included in a digital estate plan, how these assets are handled after you die and how you can prepare your online accounts.
An open dialogue with family members can help you craft a thoughtful, detailed estate plan.
As older generations begin to pass on assets to their heirs, women, Gen X and millennials may emerge as the biggest beneficiaries.
When you create a trust, you set up ways to take care of the people you love when you’re no longer able to.
Understanding common terms can help you feel more confident in your trust planning.
Leaving a legacy can ensure your loved ones are taken care of and that causes you care about are advanced. Here are three strategies to leverage your wealth for a lasting legacy.
Explore how effective trust planning and estate planning strategies can help you create a lasting legacy.