Topic: Estate Planning
Articles and events that assist with estate planning, trusts, last will & testament, beneficiaries, and other estate issues.
Types of Ownership for Brokerage Accounts
March 20, 2025School of Saving and Investing
You have options to define the ownership of brokerage assets, and the choice determines access to funds, taxes, and inheritance.
Financial Checklist for Surviving Spouses
May 23, 2024School of Financial Wellness
This simple checklist will help you keep track of the most important financial tasks you need to accomplish after losing a spouse.
The Basics of Estate Tax
August 3, 2023School of Saving and Investing
If you have a large estate, federal estate taxes – and in some cases state estate taxes – can reduce the inheritance you planned to leave.
Estate Planning Checklist
June 1, 2023School of Financial Wellness
This checklist can help you craft a comprehensive estate plan that ensures your assets are distributed according to your wishes.
Retirement Planning Resource Guide
March 16, 2023School of Financial Wellness
Preparing for retirement involves considering your vision for the future and setting aside funds to bring your dream to reality.