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 Store Estate Planning Documents

Keeping up-to-date records of important documents in an accessible place is essential to effective estate planning.

The Corporate Transparency Act and Your Small Business

What small-business owners need to know about the new Corporate Transparency Act.

Revocable Living Trust vs. Will

Drafting a will is simpler and less expensive, but creating a revocable living trust offers more privacy, limits the time and expense of probate, and can help protect in case of incapacity or legal challenges.

How Much Is Too Much To Leave My Heirs?

Passing wealth to the next generation can create security and opportunity, but the amounts and methods for your giving should be informed by the financial skills and goals of the recipients.

The Hidden Risks of Serving as Executor or Trustee

Many people agree to be estate executors and trustees without understanding the legal responsibilities of those roles. Here's what to know about being an estate fiduciary.

Passing Financial Values to the Next Generation

Leaving a legacy is about more than just money. Here are the dos and don'ts for establishing a shared family value system that can span generations.

How Do You Plan for the Succession of a Business?

Austin Jarvis joins Mark Riepe to discuss succession planning for business owners and the unique challenges faced when keeping a business in the family or selling to a third party.

Is a Private Foundation Right for You?

Is a private foundation the best way to further your family's philanthropic goals? Here's how to decide—and why you might consider a donor-advised fund instead.

12 Tax-Smart Charitable Giving Tips for 2024

Increase your charitable impact while potentially reducing your taxable income.