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. 

5 potential benefits of a trust

When you create a trust, you set up ways to take care of the people you love when you’re no longer able to.

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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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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.

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Generation-skipping transfer tax: How it can affect your estate plan

Separate from the estate tax, the GST tax kicks in when you “skip” a generation of heirs when handing down assets.

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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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How to choose a trustee of a trust

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

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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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