Estate planning

Families support each other emotionally, physically...and, just as important, financially.

Dividing an estate should be easy math, but for business owners the largest asset is often illiquid.

Financial tools from trusts to charitable giving to life insurance are available.

It's the most basic step in estate planning, regardless of your wealth.

With the right documents, a financial professional can help you with short and long-term money goals.

A timeline and guide for managing your loved one's final affairs.

Talking to your parents about money can be difficult but necessary to ensure a sound estate plan.

Who will step in and help manage your trust’s assets when you no longer can?

Should you choose term or permanent life insurance? It depends on what you’re insuring against.

With planning and forethought, life insurance can be used to benefit a favorite charitable cause.

Thanksgiving is an opportune time to ensure your aging parents have their estate plan in place.

Roths, trusts, and life insurance policies can potentially mimic, if not mirror, some of the biggest benefits.

This kind of life insurance policy can function as both a protection product and a versatile financial asset.

What pre-retirees need to know to protect their assets and financial interests.

No matter how much or how little you have, an estate plan will help ease things for your loved ones.

You might consider a custodial account for flexibility — or a custodial 529 or Coverdell for education.

Someday you'll have to turn over the reins to someone else. Plan for it.

Taking steps to safeguard your financial future can bring great comfort in moments of grief.

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