What's In Your Estate Plan?
This article will help your clients understand the basics of an estate strategy and what needs to be included.
4 Steps to Take When You Inherit an IRA
Whether you inherit an IRA from a spouse or non-spouse there are important steps to execute as an heir and details to address along the way.
Estate Planning in 2022: Do You Have These Documents Prepared?
Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.
Common Estate Planning Mistakes to Avoid
Your legacy is important for both you and your family, so don't wait until the last minute to strategize. Here are 6 ways to avoid common estate planning mistakes.
What Is a Living Trust?
A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you.