Latest From Our Blog

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

Your clients, especially those who are considered HNW, will need to examine their estate strategy in the coming months as the estate tax is set to return to pre-2018 levels.

This blog will explain what Spousal Lifetime Access Trusts (SLATs) are and who they might be good for.

Help your clients better understand life insurance and its place in their financial strategy.

Guide your clients in the creation and maintenance of their trusts. This article will help them understand the maintenance processes involved.

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.

A power of attorney document can bring relief and preparedness to your financial life - but there are a few considerations to make before signing.

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.

While your day-to-day focus is on running your family business, it's important to keep an eye on the future as well. If you haven't considered business succession planning yet, here's where to start.

For those who have a kid headed off to college, have you gone over the "what if" scenarios with them? In case of emergency, you and your college student will want to have this paperwork filled out ahead.

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.