Trust and Estate Planning

Trust and estate planning is an important part of your overall financial strategy. Whether your needs are simple or complex, our insights can help you make informed trust and estate planning decisions. Learn about key estate planning considerations, why family dynamics can play a role and how to create the lasting legacy you desire.

Estate taxes: Who pays, how much and when

If your assets are worth over a certain amount when you die, they could be subject to estate tax. Fortunately, there are ways to reduce your tax liability and protect your hard-earned wealth for future generations.

Estate planning as a family

An open dialogue with family members can help you craft a thoughtful, detailed 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 online accounts.

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How to set up a trust

A trust requires careful administration, but setting one up is a fairly simple process that generally involves five steps.

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Types of trusts: Choosing the right one for you

The kind of trust you select should reflect your unique wishes for how your assets are handled now and in the future.

Trust planning: Questions for beneficiaries to ask

Find out what to ask the grantor and the trustee to take your next steps with confidence.

Learn more about trust and estate planning.

Explore how effective trust planning and estate planning strategies can help you create a lasting legacy.

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