Estate Planning & Giving

Practical insights from our advisors on planning, investing and living well.

This is a great time of the year to clean out your garage and give your items to charity. Please

Retirement What is an Executor’s job? An executor is responsible for sorting out your finances after your death; generally arranging

A revocable living trust is an agreement stating how an individual’s property will be distributed and managed during their lifetime

A revocable living trust can be a useful estate planning tool, but it’s important to understand how they work first.

Avoiding these seven most common mistakes can help make life easier for those who survive you. Not having an estate

Q: How often do I need to review my estate plan? A: Once every three years is a general rule

61% of Americans die without leaving a will for their heirs, says a recent Harris Interactive poll for RocketLawyer, a

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