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Estate planning
Estate planning for vacation homes
Three steps to follow to ensure your vacation home is a haven, not a headache, for future generations.
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.
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.
Setting up a trust
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.
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 able to.
Preparing trust accounts
Trust planning: How to prepare for your appointment
What you need to know to make your trust planning meeting as successful as possible.
Choosing your trust situs
The state in which you set up your irrevocable trust will have an impact on your beneficiaries.
How to choose a trustee of a trust
Naming your trustee is a critical step in setting up a trust.
How to handle the emotions involved in trust planning
Learn four ways to navigate this essential part of your overall estate plan.
Trust planning: Questions for beneficiaries to ask
Find out what to ask your parents and the trustee to take your next steps with confidence.
Types of trusts: Choosing the right one for you
The world of trusts is not one-size-fits-all.
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