Creating an estate plan
Passing on a legacy to your family and other cherished beneficiaries while avoiding unnecessary taxes and administrative delays takes good planning.
Transferring your wealth
You have several strategies and methods to help you pass your wealth along according to your wishes. Find out which ones will work best for you.
Strategies to minimize taxes
They say death and taxes are inevitable. There are a number of ways to reduce the impact of the latter.
Using trusts to protect assets
From vacation property to business succession, trusts can play a major role in making sure everything goes smoothly after you’re gone… and before.
Leaving a legacy
Thinking of leaving something to a charity without setting up a foundation or non-profit organization? Here are some options.