Why estate planning should be a family affair
An open dialogue with family members can help you successfully craft your estate plan.
Generation-skipping tax: How it can affect your estate plan
The GST exemption allows you to “skip” a generation of heirs when handing down assets.
Trust terms you need to know
Understanding common terms can help you feel more confident in your trust planning.
How to set up a trust
A trust requires careful administration, but setting one up is a fairly simple process.
How to choose a trustee of a trust
Naming your trustee is a critical step in setting up a trust.
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: How to handle the emotions involved
Learn four ways to navigate this essential part of your overall estate plan.
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.