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Retirement

Estate Planning

A woman stands in front of a chalk drawing of a money tree; she waters it from a can.
Retirement
How to build generational wealth and pass it on
Own your legacy.
Select someone you can trust with your life and who is local. Don't choose someone with a conflict of interest.
Retirement
How to choose a health care proxy
Don’t leave your wishes up to chance.

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Charitable remainder trust: An estate-planning tool that supports your retirement and your charities
Live for today; leave for tomorrow.
Create a lasting impact by leaving a legacy
We all want to be remembered well.
Do I need a will? It’s about more than just your assets
Here’s what to consider.
Estate planning checklist: Are the pieces in place?
Check it twice.
Estate planning strategies for dependents with disabilities
Peace of mind for you and your family.
Heirs, wills, and trusts: Estate planning for beginners
Estate planning isn’t just for the rich.
How to build generational wealth and pass it on
Own your legacy.
How to choose a health care proxy
Don’t leave your wishes up to chance.
Longevity risk: What it is and how to minimize it
Plan for the long haul.
Love your pet to death? Why and how to create a pet trust
Your best friend will thank you.
Making a blended family estate plan? These 7 steps will help
Complex matters need simple solutions.
Powers of attorney: What they are and how they work
Your wish is their command.
Preparing your will: How an attorney can help
You might want to spend the money for a lawyer.
Revocable vs. irrevocable trust: What’s the difference?
Make sure you’re certain.
Special needs trust: 8 steps to securing a plan for future care
Protect assets without forfeiting government benefits.
The natural appeal of green burials
Save money and help the planet.
What is a beneficiary? Where do I need to designate one?
The short answer: Insurance policies, investment accounts, annuities, and trusts.
What is a living will, and why do you need one?
Don’t make your loved ones guess your wishes.
What is an elder law attorney, and when do you need one?
Estate planning, retirement, health care, and more.
Will vs. living trust: What’s the difference?
Estate planning 101.
You’ve inherited an IRA. Do you have to take required minimum distributions?
It’s time for some next-level estate planning.