Is it a bogus social media 鈥渉ack鈥 or smart financial move?
Protecting your family鈥檚 future with thoughtful, tailored strategies.
Help Protect your wealth and legacy with strategies built to last.
Take steps now to help preserve your legacy and minimize estate tax exposure.
Because money doesn鈥檛 come with instructions.庐
Today, much of life is online 鈥 don鈥檛 let it get lost forever.
Smart strategies to help preserve your legacy and minimize tax exposure
Your estate planning isn鈥檛 complete until you discuss it with your loved ones.
You can leave a tax-free gift for your heirs. Should you?
How to plan for the inevitable in the Evergreen State.
Early conversations and strategic estate planning can enable more meaningful gifts.
Avoid these costly mistakes when naming a beneficiary.
How to plan for the inevitable in the Lone Star State.
Smart strategies to help safeguard your legacy in a shifting estate tax landscape.
If your pet became an orphan, who would be the caregiver?
In many states, long-term partnerships lack basic legal entitlements.
Sharing your financial legacy with family while you鈥檙e alive has advantages.
A comprehensive look at estate planning
Deciphering the language around estate planning.
Help ensure your assets are distributed per your wishes.
6 reasons why you should update your estate plan now.
This powerful tool offers you flexibility.
How to create a legacy with your history, hopes and values.
Different types of trusts can fill different estate planning needs.
Reduce the risk of someone stealing from your estate.
How to fulfill your legal obligation to someone's estate.
Know the differences between durable general and springing powers of attorney.
It can be an effective tool for estate planning.
A Q and A with Director of Estate Planning Rodney Weaver.
Pros and cons of having a beneficiary be your executor
The importance of proper estate and succession planning.
Set yourself up for a successful meeting.
