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

And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
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3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
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