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A guide to family estate planning
An open dialogue with family members can help you craft a thoughtful, detailed estate plan.
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Estate planning for your family vacation home
Taking these four estate planning steps now will help ensure a well-planned transition for your family vacation home as you think about passing it down to the next generation.
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Why put land in a trust?
Farm and ranch landowners run several risks when they fail to make a transition plan. Putting a land trust in place is one step to consider.
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Trust planning: How to handle the emotions involved
Four strategies to help make the trust planning process easier for everyone.
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5 potential benefits of a trust
When you create a trust, you set up ways to take care of the people you love when you’re no longer able to.
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How Black families can build generational wealth
Adopting an investment-oriented mindset and improving financial literacy are just two tools that can help Black families build generational wealth.
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Strategies for navigating family finance conversations
Talking with loved ones about family finances can be complex. Here are three strategies to navigate financial conversations with tact.
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Wealth preservation: Key strategies to protect your wealth
Building wealth is only half the battle. These strategies may help protect it against market volatility and other events.
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Financial planning for new parents
When you become a parent, you’ll have plenty on your mind—but it’s important to ensure your child’s future is secure by incorporating them into your financial plan.
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Sandwich generation financial planning tips
Four financial tips on how to keep working toward your financial goals while supporting your children and aging parents.
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Generation-skipping transfer tax: How it can affect your estate plan
Separate from the estate tax, the GST tax kicks in when you “skip” a generation of heirs when handing down assets.
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How to prepare for the great wealth transfer
As older generations begin to pass on assets to their heirs, women, Gen X and millennials may emerge as the biggest beneficiaries.
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