Trusts
Consider a trust to help manage and distribute assets during your lifetime and for future generations.
How Can You Preserve Your Assets for Your Heirs?
Austin Jarvis speaks with Mark Riepe about the complications of estate taxes—and what you can do if the estate tax exemptions change in 2026.
Key Roles to Include in Your Estate Plan
Designating people you trust to fill important roles, including executor and power of attorney, is essential to a successful estate plan.
Which Charitable Trust Is Right for You?
Charitable lead trusts or charitable remainder trusts can help satisfy your philanthropic and financial goals. Here's how to include charitable intentions in your estate plan.
4 Common Trust Mistakes
A well-designed trust can help ensure your assets transfer to your heirs as efficiently and effectively as possible.
Estate Planning for Low Interest Rates
The three estate planning strategies that can benefit from low interest rates.
Cash Flow & Philanthropy: Charitable Remainder Trusts
A charitable remainder trust can provide a tax break and income for life.
SLATs: An Estate-Planning Strategy for Couples
A spousal lifetime access trust (SLAT) allows access to assets while helping to keep them out of your taxable estate.
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.