Estate planning

Establish a sound estate plan and make your wishes known before your death.

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

Beyond protection, the features of survivorship whole life insurance can help with wealth transfer goals too.

A certain type of life insurance policy can help couples navigate these common estate planning challenges.

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.

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