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.

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.

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.

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.

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.

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.