Financial News & Trends

This article will explain what wills are and share some benefits of creating a will in honor of National "Make a Will" Month.

While a will is a far more complicated document than a note, leaving a will for your family is not only a considerate move on your part; it may prevent your family from dealing with several hurdles and complications after your eventual passing.

This article will help you understand the basics of an estate strategy and what needs to be included.

Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.

A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you.

Right now, Congress is considering a number of tax law changes, including an adjustment to current estate tax law to help pay for the Build Back Better Plan. This timely piece examines current estate taxes and cautions against any sudden estate changes in the near future.

You want to check off all the boxes when it comes to making an estate planning strategy. But it can be hard to see what you may still be missing. As you work with your financial professional, start by reviewing these 9 questions.

Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared.

Discussing an estate plan is no walk in the park, but it may be easier to address when you think about what it truly is - the gift of passing on a legacy in a tax-efficient manner to your loved ones.