Estate Planning

Access articles and tools that will help you formulate an estate plan - with information on wills, trusts, charitable giving, estate tax and other important estate planning considerations.


Estate Planning Checklist
Is your estate plan up to date? Use this checklist to pinpoint potential shortcomings.

Protect Your Assets With a Trust
Trusts can help ensure that your assets are put to work according to your wishes. They can also help reduce estate taxes.

What You Need to Know About Your Will
Everyone needs a will. This report describes different types of wills and some things to consider when you have yours drafted.

Helping to Care for Aging Parents
Tips on helping elderly parents find resources and assistance, as well as information you can use to make sure they have adequate financial counseling to help protect their assets.

Bring Charitable Giving Into Your Estate Plan
Charitable remainder trusts are a tool to donate appreciated assets while generating current income.

Transferring Wealth With Multigenerational IRAs
This article provides an overview of stretch IRA strategies as well as specific considerations for those contemplating a multigenerational IRA.


Estate Planning Basics
This tutorial addresses the fundamental planning tools, strategies, and tax considerations in planning for the transfer of your estate.


Estate Tax
Calculates the expected taxes due on an estate.