Estate planning

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.

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.

A prominent actor or musician dying without a will? Beware of their example.

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

Beyond administration, they can help keep your investment philosophy on track.

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

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

Blog Listing