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Estate planning

Settling an estate is a difficult job that takes patience and organization.

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

Shop smart and know your rights when planning a funeral. 

Probate can be costly and time consuming. It also creates privacy concerns.

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

Sharing your wishes before your death may ensure minimal strife for your heirs.

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

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

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