Don’t let estate blunders get in the way of your wishes
These cautionary tales of estate planning mistakes offer a few important lessons.
Estate & Giving
Tips for creating an inheritance that lasts generations
Preparing your heirs for sudden wealth can help prevent unwise spending.
Estate & Giving
Did you know 529s are powerful estate planning tools?
These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Lifestyle
Optimize your estate plan for 2022 and beyond
Five ways to refine your plan for the future.
Estate & Giving
“No Kids” Shouldn't Mean “No Estate Plan”
Regardless of your family situation, it’s important to have certain estate planning essentials in place so that your legacy is left the way you intend.
Estate & Giving
Leaving Money to Your Kids? Consider These Inheritance Tips
How to have a valuable family conversation about your estate.
Estate & Giving
Who Should You Choose to Execute Your Estate?
When selecting a personal representative, consider the role's many responsibilities.
Estate & Giving
Single Parent? Formalize Your Estate Intentions
Documenting your future wishes is especially important if you’re the single parent of an underage child.
Estate & Giving
5 Reasons Wealth Transfers Fail
Knowing these common legacy pitfalls can help your family avoid them.
Estate & Giving
The Building Blocks of a Family Legacy Plan [INFOGRAPHIC]
Explore a spectrum of strategies that can help you live out your family legacy.
Family & Lifestyle
Get to Know Special Needs Trusts
Trust assets can be used for a variety of helpful and enriching benefits, all while not jeopardizing valuable government assistance.
Estate & Giving