Estate
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CONTENT WITH Estate
How to Protect Your Estate from an Heir’s Divorce
How to help ensure the assets you ¬pass down are protected from an heir’s divorce.
Business Succession: 3 Ways to Transfer Ownership
How to successfully transfer your business to a new owner.
4 Ways to Maximize Charitable Giving Impact
Increase your giving power while potentially minimizing your tax liability.
Selecting a Trust to Suit Your Needs
There are nearly as many types of trusts as there are individual circumstances.
4 Common Trust Mistakes
A well-designed trust can help ensure your assets transfer to your heirs as efficiently and effectively as possible.
We Asked Our Experts: Do You Need a Trust?
Wills may not make sense for all estate planning needs. Find out when you might want to consider a trust.
Sharing the Wealth: How Lifetime Gift Tax Exemption Works
It may benefit your loved ones—and your own financial plan—to give more while you’re still living. Here’s what you need to know about the gift tax and estate tax exemptions.
Estate Planning for People With No Heirs
What to do with your estate when its inheritor isn’t obvious.
Family Loans: Should You Lend It or Give It Away?
Be sure you know what you’re getting into before you agree to a family loan.
Are Your Beneficiaries Up to Date?
Designating beneficiaries is a simple way to help protect your estate and avoid probate.
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