How to Protect Assets From a Divorce

Planning and communication can help ensure that assets end up where you want them to, in the event of a divorce.

The Case for Establishing a Dynasty Trust

For families with large estates valued above the lifetime estate and gift tax exclusion limit, a dynasty trust may help reduce future transfer taxes and provide more for generations to come.

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.

Estate Planning at Any Age: Getting an Early Start

While organizing your affairs and estate can be a fruitful exercise at any point during your financial journey, the sooner you start, the better off you'll be.

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.

How to Help Your Adult Child Buy a Home

Helping a child purchase a home is a big decision and shouldn't be done in isolation of your overall estate plan. Here are four popular ways to lend a hand.

4 Ways to Optimize Your Existing Estate Plan

Even after your estate plans are established, there's a lot you can do to help ensure your wealth will benefit your heirs to the fullest extent possible, including in the near term.

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.