One of the most sensitive conversations most families have—or avoid—involves how to pass on assets and values to the next generation. Here are some strategies for getting the conversation started—and building a plan that reflects your wishes and values.
|Wealth planning for your family
Our panelists answer questions about wealth planning and charitable giving strategies.
The power of planning together
Start the family conversation about money today, so your family is prepared.
|Family estate planning
Why meaningful discussions between parents and children can help build trust.
|Estate planning must dos
Choosing the right beneficiaries, accounts and forms of ownership is key to preserving your legacy.
Estate planning for special needs
Strategies to help ensure that your estate plan will support dependents with special needs.
Dust off your estate plan: 10 common pitfalls to avoid
Your estate plan should be reviewed regularly to ensure it continues to meets your needs.
|Why establish an estate plan?
Almost everyone could benefit from an estate plan, regardless of how much money they have.
Get started now on business succession planning
Transfer of assets to family and others should begin years before you plan to leave.
An all-in-one wealth transfer checklist
Four steps to help you plan for the transfer of wealth and your values to loved ones.
|Do you need a trust?
Why a trust may help you do much more than potentially reduce estate taxes.
Six reasons for a trust
What´s your legacy? How trusts can help you control your assets and build a legacy.
|Naming the right trustee
Who you name as a trustee for your estate can have crucial financial implications.
|How to give financial gifts to loved ones
Make sure you plan properly and take taxes and legal considerations into account.
Giving that gives back
Charitable trusts can be a way to give, provide for your family, and help manage taxes.
Why donating complex assets may be a tax-efficient way to make more of a difference.
|Steps to take after a family health crisis
How Dad's death changed the way the Houser family prepared for Mom's potential health challenges.
Time to take away the financial keys?
Adult children have little knowledge about their parents’ finances. Here are seven ways to take charge.
Prevent financial elder abuse
What you can do about the all-too-common phenomenon of financial elder abuse.
|Second time around
Smart estate planning can reduce snags and maintain harmony in your second family.
Loss of a loved one
If a financial decision-maker dies or is incapacitated, here are things to keep in mind.
Call an investment professional800-343-3548