Wills
Think through how you would like your investments and other assets distributed to your heirs.
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.
Managing Your Finances After the Loss of a Spouse
Handling financial matters while navigating the emotions of losing a spouse can feel daunting. But by addressing the most urgent financial needs, you can make a clear path forward.
8 Financial Steps to Prioritize During a Divorce
Learn what financial steps to prioritize during a divorce, including calculating net worth, freezing certain assets, reviewing beneficiaries, and more.
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.
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.
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.
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.
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.