Wills
Think through how you would like your investments and other assets distributed to your heirs.
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.
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.
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.
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.
We Asked Our Experts: Do You Need a Trust?
Wills may not make sense for all estate planning needs. Find out when you might want to consider a trust.
Divorce After 50: The Impact on Retirement Savings
What to know when going through a late-in-life divorce.
3 Steps for Preserving a Family Legacy
Good communication and a clear mission can help cement your family's legacy for generations to come.
How to Create a Family Wealth Mission Statement
Lack of communication could be detrimental not only to a family's harmony but also its ability to preserve wealth across generations. Creating a mission statement can help.