Legacy planning is a strategic process that aligns your financial legacy—with heirs and charities—while...
An Irrevocable Life Insurance Trust (ILIT) is a specialized estate planning trust that owns life insurance...
Gifting strategies let you transfer wealth now to reduce your taxable estate and, in some cases, your...
A legacy letter (or ethical will) is a personal, nonbinding document that communicates your values, life...
Life insurance trusts (often called ILITs) are irrevocable trusts that can keep life insurance proceeds...
Estate liquidity solutions are financial strategies that give heirs cash to pay estate taxes and debts...
Executor succession means naming and preparing backup executors so someone can step in if your primary...
Contingency planning for out-of-state property prepares your estate to transfer real estate located in...
Inheritance planning organizes assets, taxes, and education so heirs can receive and manage what you...
Family Limited Partnerships (FLPs) are a legal entity families use to centralize ownership, preserve...