Resources

Your clients, especially those who are considered HNW, will need to examine their estate strategy in the coming months as the estate tax is set to return to pre-2018 levels.

A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you.

Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.

Should you take a do-it-yourself approach to making your will - or is it better to leave it to the professionals?

People are taking time during the COVID-19 crisis to update their finances and important life documents. Here are four estate plan details you should focus on in light of the current pandemic.

You don't have to have millions in the bank to benefit from establishing a trust. Learn the truth about trusts the surprising advantages you could be missing out on.

Whether you inherit an IRA from a spouse or non-spouse there are important steps to execute as an heir and details to address along the way.

Whether you are already retired or just beginning to consider your retirement years, the question "Will I outlive my money" is most likely a top concern