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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Trust Planning

How to choose a trustee of a trust

Naming your trustee is a critical step in setting up a trust.

Trust Planning

5 potential benefits of setting up a trust

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.

Trust Planning

Trust terms you need to know

Understanding common terms can help you feel more confident in your trust planning.

Trust Planning

What is a trust? Your guide to trust planning

Discover the process of setting up a trust and how it can help protect your family’s assets.

Trust Planning

Trust planning: How to handle the emotions involved

Learn four ways to navigate this essential part of your overall estate plan.

Trust Planning

Trust planning: Questions for beneficiaries to ask

If you’re the beneficiary of a trust, you might not know what your next steps need to be. Find out what to ask your parents and the trustee to feel empowered and informed.

Trust Planning

How to set up a trust

A trust requires careful administration, but setting one up is a fairly simple process.

Estate Planning

How to prepare your digital estate plan

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.

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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