Estate Planning
Estate Planning
Videos

When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Articles

A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
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