You may think that only people who are "wealthy" or have complicated family situations need an estate strategy, but that's not the case.
Regardless of your age, we believe putting an estate strategy in place is an important part of your overall financial strategy.
The idea of putting together an estate strategy may sound complicated, but it doesn't have to be. We can help you break the process into smaller pieces.
The following list of questions will take you through estate-planning considerations, and will help you prepare for a discussion with your financial advisor.
There are numerous types of trusts — and reasons why each type could make sense for you — depending on your financial and personal situation.
Although states have slightly different rules, probate is basically the court process that ensures your wishes, as outlined in your will, are carried out.
One of the easiest ways to make sure your assets go to the people you intend is to list them as beneficiaries.
Here are four details you might want to consider sharing with your family about your estate.
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Are you covered?
We offer a variety of ways to help meet your complex financial needs.