Estate Planning
Make your wishes known with a clear estate plan.
Managing Your Finances After the Loss of a Spouse
Handling financial matters while navigating the emotions of losing a spouse can feel daunting. But by addressing the most urgent financial needs, you can make a clear path forward.
Family Loans: Should You Lend It or Give It Away?
Be sure you know what you're getting into before you agree to a family loan.
SLATs: An Estate-Planning Strategy for Couples
A spousal lifetime access trust (SLAT) allows access to assets while helping to keep them out of your taxable estate.
8 Financial Steps to Prioritize During a Divorce
Learn what financial steps to prioritize during a divorce, including calculating net worth, freezing certain assets, reviewing beneficiaries, and more.
4 Steps to Help Protect Your Intellectual Property
Artists, inventors, and other creators may have valuable intellectual property (IP) that must not be overlooked in estate planning. Here's how to identify, value, and incorporate your IP into your estate plan.
What Is Estate Planning? Wills, Trusts, POA, and More
Learn what goes into an estate plan and why everyone—regardless of age, health, or wealth—can benefit from creating one.
The Upshot of Gifting Appreciated Stock
A look at the potential tax advantages of gifting appreciated stock to new grads.
How to Store Estate Planning Documents
Keeping up-to-date records of important documents in an accessible place is essential to effective estate planning.
Should You Add Life Insurance to Your Estate Plan?
Adding life insurance to your estate plan can help give your heirs flexibility in the future.
How to Plan Around Estate Tax Uncertainties
Three trust types that may help guard against future estate tax changes.