Estate Planning

Learn about estate planning.

Pooled Money: Unit Investment Trusts

by Gerri Walsh, President, FINRA Foundation and Senior Vice President, Investor Education Dec 28, 2023 Be Aware That a Trust May Impose Fees 

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How to Make Tax-Efficient Gifts When Estate Planning

by Alexandra Armstrong, CFP, CRPC, and Christopher Rivers, CFP, CRPC Apr 03, 2023 The IRS Has Rules on How Much Money You Can Freely Share With Others

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Estate Planning Beyond Wills and Trusts

by Alexandra Armstrong, CFP, CRPC, and Christopher Rivers, CFP, CRPC Sep 15, 2022 Pandemic Highlights the Need for a Living Will and Durable Powers of Attorney

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Even With a Trust, You Will Still Need a Will

by Alexandra Armstrong, CFP, CRPC, and Christopher Rivers, CFP, CRPC Apr 22, 2022 Find out what living trusts are and how they work. Living trusts are being used as an important tool in your estate-planning kit. 

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Do I Really Need an Estate Plan?

Mar 31, 2022 If You Don’t Name Your Heirs, a Court Will

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Planning for Possible Incapacity

by Alexandra Armstrong, CFP, CRPC, and Christopher Rivers, CFP, CRPC Mar 09, 2022 The centerpiece of any estate plan and often the most difficult is deciding which people you can trust.

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Stacking Up Money? Who's the Beneficiary?

by Matt Mondoux, CFA, CFP, CMT Mar 11, 2021 Growing Families Especially Need to Stay on Top of Estate Planning

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Properly Preparing for the Exorbitant Cost of Long-Term Medical Care

by David T. Phillips Jun 12, 2019 Have you taken any steps to shield your investments from a long-term care event? Learn why long-term care insurance is important part of your estate plan.

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Using the IRS Gift Allowance in Estate Planning

by David T. Phillips Apr 02, 2019 Learn the benefits of this basic, but powerful, tax-free estate planning strategy.

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