Estate planning

Retirement is a journey that should start early with steady navigation. Have a road map.

There are many financial opportunities – and potential pitfalls – for gay and lesbian couples.

To retain control of your options as you get older, make plans and formalize key documents ahead of time. 

Some tax and property advantages for married couples don’t apply if one is a non-U.S. citizen.

Life insurance can offer a solution to some of the challenges of transferring a farm.

It's life insurance which covers two policyowners and pays-off at the second death. 

From helping a child to shielding assets, trusts can sometimes come in handy.

An estate plan can protect your assets, provided you avoid costly mistakes in your trust, ownership and more.

It is the financial planning conversations that are really important in your achieving goals.

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

In some cases renting may mean less cost, fewer chores, and more fun.

You want to be able to transfer your assets to the next generation with as little red tape as possible.

Parents plan to spend savings on themselves; long-term care and medical expenses may deplete what is left.

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

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

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

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

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