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What does it mean to leave a legacy?
Increasing numbers of people want their financial plan to reflect their values. Our eBook covers three strategies for how to build an enduring legacy that does just that.
Estate planning
Estate planning for your vacation home
Follow three steps to help ensure your vacation home is a haven, not a headache, for future generations.
Estate planning as a family
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
Why put land in a trust?
Farm and ranch landowners run several risks when they fail to make a transition plan.
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.
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.
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 able to.
Preparing trust accounts
How to prepare for your trust planning appointment
What you need to know to make your 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 kind of trust you select should reflect your unique wishes for how your assets are handled now and in the future.
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