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. 

Estate taxes: Who pays, how much and when

If your assets are worth over a certain amount when you die, they could be subject to estate tax. Fortunately, there are ways to reduce your tax liability and protect your hard-earned wealth for future generations.

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8 beneficiary designation mistakes to avoid

These common mistakes can complicate things for your beneficiaries and your estate.

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Which are the best states for trust situs?

Choosing your trust situs—where your irrevocable trust will be administered—is key to tax efficiency, asset protection, privacy and establishing a legacy.

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Is life insurance part of an estate?

It’s typically best to remove life insurance from your estate for taxation purposes, but there are still a number of ways you can use life insurance to benefit your loved ones after you’re gone.

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A guide for family legacy planning

This guide can help you create a legacy plan that both reflects your values and incorporates tax-efficient ways to transfer your assets.

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Dynasty trust: Planning for future generations

A type of irrevocable trust, a dynasty trust helps high net worth families transfer wealth to future generations while minimizing estate and transfer taxes.

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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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