Trusts
Consider a trust to help manage and distribute assets during your lifetime and for future generations.
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.
How to Protect Assets From a Divorce
Planning and communication can help ensure that assets end up where you want them to, in the event of a divorce.
The Case for Establishing a Dynasty Trust
For families with large estates valued above the lifetime estate and gift tax exclusion limit, a dynasty trust may help reduce future transfer taxes and provide more for generations to come.
Estate Administrator: Who Should You Appoint?
With the key pieces of your estate plan in place, the next step is choosing the right party to carry out your wishes.
How to Include Pets in Your Estate Plan
Many people overlook in their estate plans some of the most beloved members of the family: pets. Here's what to consider so that your animal companions enjoy the life they're accustomed to after you're gone.
5 Myths About High-Net-Worth Estate Planning
For high-net-worth estates, planning can be a more complicated process, prone to common mistakes—even for seasoned investors. Here's help to get it right.
3 Ways to Build Purpose Around Family Wealth
For family wealth to endure, it's critical to work from a shared sense of purpose. Here are three ways to help foster a deeper connection across generations.
How to Help Your Adult Child Buy a Home
Helping a child purchase a home is a big decision and shouldn't be done in isolation of your overall estate plan. Here are four popular ways to lend a hand.