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Insights & Ideas

Keeping you at the forefront of modern investing
A well-designed trust can help ensure your assets transfer to your heirs as efficiently and effectively as possible.
Wills may not make sense for all estate planning needs. Find out when you might want to consider a trust.
It may benefit your loved ones—and your own financial plan—to give more while you’re still living. Here’s what you need to know about the gift tax and estate tax exemptions.
What to do with your estate when its inheritor isn’t obvious.
Three trust types that may help guard against future estate tax changes.
How unmarried couples can achieve the same legal protections as those who’ve tied the knot.
Be sure you know what you’re getting into before you agree to a family loan.
The pros and cons of different methods for leaving a home to your heirs.
When it comes to estate planning, minimizing taxes and distributing your assets are just a start.
Why sometimes there’s no substitute for an outside financial expert.
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