Trust and Estate Planning Spotlight

 

Trust terms you need to know

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Weekly market update | 11.12.18

The stock market rebounded post-election, helped by superb earnings growth. Near-term concerns include somewhat softer global economic data and the market’s uncertainty about the pace of Fed rate hikes.

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What is a diversified portfolio?

Having tools in your portfolio that “zig” while others “zag” can help minimize the impact of market volatility.

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How to determine risk tolerance

Time horizon and emotional response are key factors in an individual’s risk tolerance.

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Why estate planning should be a family affair
Estate planning
An open dialogue with family members can help you successfully craft your estate plan.

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Generation-skipping tax: How it can affect your estate plan
Estate Planning
The GST exemption allows you to “skip” a generation of heirs when handing down assets.

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Trust planning: How to prepare for your appointment
Trust Planning
What you need to know to make your trust planning meeting as successful as possible.

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Trust terms you need to know
Trust Planning
Understanding common terms can help you feel more confident in your trust planning.

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How to set up a trust
Trust Planning
A trust requires careful administration, but setting one up is a fairly simple process.

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Choosing your trust situs
Trust Planning
The state in which you set up your irrevocable trust will have an impact on your beneficiaries.

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How to choose a trustee of a trust
Trust Planning
Naming your trustee is a critical step in setting up a trust.

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5 potential benefits of setting up a trust
Trust Planning
When you create a trust, you set up ways to take care of the people you love when you’re no longer around or no longer able to.

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What is a trust? Your guide to trust planning
Trust Planning
Discover the process of setting up a trust and how it can help protect your family’s assets.

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Trust planning: How to handle the emotions involved
Trust Planning
Learn four ways to navigate this essential part of your overall estate plan.

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How to prepare your digital estate plan
Estate Planning
Learn what’s included in a digital estate plan, how these assets are handled after you die and how you can prepare your data and accounts.

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Trust planning: Questions for beneficiaries to ask
Trust Planning
If you’re the beneficiary of a trust, you might not know what your next steps need to be.

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Types of trusts: Choosing the right one for you
Trust Planning
The world of trusts is not one-size-fits-all.

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Valuable financial advice for women

U.S. Bank is actively increasing its focus on providing financial advice to women interested investing. We are listening to female investors, providing personalized offerings and working to help women achieve their goals.

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Teaching kids about money

Three ways you can help your children feel empowered to manage their money.

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Women, wealth and retirement: The financial landscape

It’s important for women to have a clear understanding of the challenges ahead as they plan for retirement.

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