Trust and estate planning is an important part of your overall financial strategy. Whether your needs are simple or complex, our insights can help you make informed trust and estate planning decisions. Learn about key estate planning considerations, why family dynamics can play a role and how to create the lasting legacy you desire. 

Estate planning for your family vacation home

Taking these four estate planning steps now will help ensure a well-planned transition for your family vacation home as you think about passing it down to the next generation.

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What is inheritance tax?

What you need to know about the intricacies of inheritance tax and how to maximize your legacy for your loved ones.

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How to set up a trust

A trust requires careful administration, but setting one up is a fairly simple process that generally involves five steps.

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Estate taxes: Who pays, how much and when

If your assets are worth over a certain amount when you die, they could be subject to estate tax. Fortunately, there are ways to reduce your tax liability and protect your hard-earned wealth for future generations.

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How to prepare for your trust planning meeting

What you need to know to make your first meeting with an estate planning attorney as successful as possible.

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Is life insurance part of an estate?

It’s typically best to remove life insurance from your estate for taxation purposes, but there are still a number of ways you can use life insurance to benefit your loved ones after you’re gone.

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Learn more about trust and estate planning.

Explore how effective trust planning and estate planning strategies can help you create a lasting legacy.

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