Financial Perspectives
 

Trust and estate planning

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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.

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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.

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Why estate planning should be a family affair
An open dialogue with family members can help you successfully craft your estate plan.

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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.

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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.

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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.

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Trust terms you need to know

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

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How to set up a trust

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

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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.

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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.

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Choosing your trust situs
The state in which you set up your irrevocable trust will have an impact on your beneficiaries.

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How to choose a trustee of a trust
Naming your trustee is a critical step in setting up a trust.

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How to handle the emotions involved in trust planning
Learn four ways to navigate this essential part of your overall estate plan.

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Trust planning: Questions for beneficiaries to ask
Find out what to ask your parents and the trustee to take your next steps with confidence.

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Types of trusts: Choosing the right one for you
The world of trusts is not one-size-fits-all.

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