Estate and Tax Planning
Making a Will: What You Need to Know
10/31/2024 12:00:00 AM 4 minute
Setting up a will is an important part of succession planning to ensure that your legacy is established. Read our tips on the things to consider when making a will.
Making a Will: What You Need to Know
10/31/2024 12:00:00 AM 4 minute
Setting up a will is an important part of succession planning to ensure that your legacy is established. Read our tips on the things to consider when making a will.
What Is Generational Wealth and How Can I Build It?
10/3/2024 12:00:00 AM 3 minute
Building generational wealth ensures your financial legacy. Learn more about what generational wealth is, creating generational wealth and how to pass it on.
5 Year-End Tax Saving Strategies
9/26/2024 12:00:00 AM 2 minute
Your taxes might not be due until April, but now is the time to make moves that will help you reduce what you owe.
How Putting Your House in a Trust Can Make Estate Planning Easier
7/26/2024 12:00:00 AM 2 minute
Specifying who your house goes to when you pass in your will is a good first step, but you may want to consider putting your house in a trust. Find out why.
Why You Should Open an Estate Bank Account if You’re an Executor
7/17/2024 12:00:00 AM 2 minute
Are you an executor of a will for a family member or friend? Opening an estate bank account can make it a little easier. Learn what to know about estate accounts.
What Happens to a Person’s Money When They Pass Away?
5/23/2024 12:00:00 AM 2 minute
Learn what happens to a person’s assets, bank accounts and debts when they pass away, plus how to organize their finances to make the distribution process smoother.
Could Tax-Loss Harvesting Save You Money?
4/4/2024 12:00:00 AM 2 minute
If you were hit with a higher-than-desired tax bill due to capital gains taxes, adding tax-loss harvesting to your repertoire of tax saving strategies could help....
How Much Is Your Home Worth? (And Why Property Valuation Matters)
3/21/2024 12:00:00 AM 2 minute
If you’ve lived in your home for a while, you might not know the property value of your home. Read to learn the importance of knowing the value of your home.
Is It Time to Increase Your 401(k) and IRA Contributions?
3/18/2024 12:00:00 AM 1 minute
Higher contributions can pay off in the future but may mean less money in your pocket now. Consider these points when deciding whether to up your contributions.
Estate Planning Strategies: Basic and Advanced Techniques for Your Assets
3/12/2024 12:00:00 AM 3 minute
With an estate plan, you can determine how your assets are distributed among your loved ones. Learn the basic elements of an estate plan and advanced strategies for...