Estate Planning
Make your wishes known with a clear estate plan.
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.
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.
How to Plan Around Estate Tax Uncertainties
Three trust types that may help guard against future estate tax changes.
Estate Planning for Unmarried Couples
How unmarried couples can achieve the same legal protections as those who've tied the knot.
Benefits of Writing a Legacy Love Letter to Heirs
Crafting a letter to your loved ones that contains your estate-planning information, plus additional rationale for your choices, can help ease their burden when you pass.
Family Harmony Is Key to a Lasting Legacy
The most effective estate planning includes open communication with family to ensure there are no emotional roadblocks to creating a legacy that lasts for generations.
Late-in-Life Marriage: Pros, Cons, and More
Considering a late-in-life marriage? Before you and your partner combine your financial lives, here are some important things to keep in mind.