The importance of including your pets in your estate and incapacity planning

Estate plans should cover pets too. Learn how to protect your pet’s future if you become unable to care for them....

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The right representatives can protect you from financial elder abuse

Anyone may become vulnerable to financial elder abuse, but well-chosen representatives can help protect you....

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Charitable giving through a private foundation

A private foundation provides flexibility, control and the opportunity for a lasting legacy....

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How to give directly to charities inside or outside your will

You can leave a legacy to charities directly by donating cash, securities or specific assets, making beneficiary designations, or transferring ownership of permanent life insurance policies....

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Wealth planning for empty nesters

When you’re asked what it’s like to be an empty nester, finances may not be the first thing that comes to mind—but wealth planning can change once children leave home. Find out how....

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