Trust and Estate Planning

Trust and estate planning is an important part of your overall financial strategy. Whether your needs are simple or complex, our insights can help you make informed trust and estate planning decisions. Learn about key estate planning considerations, why family dynamics can play a role and how to create the lasting legacy you desire.

What does it mean to leave a legacy?

Increasing numbers of people want their financial plan to reflect their values. Our eBook covers three strategies for how to build an enduring legacy that does just that.

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How to prepare your digital estate plan

Learn what’s included in a digital estate plan, how these assets are handled after you die and how you can prepare your online accounts.

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Estate planning for your vacation home

Follow three steps to help ensure your vacation home is a haven, not a headache, for future generations.

How to set up a trust

A trust requires careful administration, but setting one up is a fairly simple process that generally involves five steps.

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How to choose a trustee of a trust

Naming your trustee is a critical step in setting up a trust.

Types of trusts: Choosing the right one for you

The kind of trust you select should reflect your unique wishes for how your assets are handled now and in the future.

Learn more about trust and estate planning.

Explore how effective trust planning and estate planning strategies can help you create a lasting legacy.

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