• Charitable giving

    Charitable giving can play an important role in many estate plans. Philanthropy cannot only give you great personal satisfaction, it can also give you a current income tax deduction, let you avoid capital gains tax, and reduce the amount of taxes your estate may owe when you die.

  • Life insurance and charitable giving

    Life insurance can be an excellent tool for charitable giving.

  • Back to basics: Diversification and asset allocation

    When investing, particularly for long-term goals, there are two concepts you will likely hear about over and over again — diversification and asset allocation.

  • Leaving a legacy

    You've worked hard over the years to accumulate wealth, and you probably find it comforting to know that after your death the assets you leave behind will continue to be a source of support for your family, friends, and the causes that are important to you.

  • Key estate planning documents you need

    There are five estate planning documents you may need, regardless of your age, health, or wealth.

  • Asset protection in estate planning

    You're beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors.

  • Estate planning and income tax basis

    Income tax basis can be an important factor in deciding whether to make gifts during your lifetime or transfer property at your death. This is because the income tax basis for the person receiving the property depends on whether the transfer is by gift or at death.

  • Introduction to estate planning

    Simply stated, estate planning is a method for determining how to distribute your property during your life and at your death. It is the process of developing and implementing a master plan that facilitates the distribution of your property after your death and according to your goals and objectives.

  • 529 savings plans

    529 savings plans are tax-advantaged education savings vehicles and one of the most popular ways to save for college today.

  • 529 Plans vs. other college savings options

    529 plans can be a great way to save for college, but they're not the only way. When you're investing for a major goal like education, it makes sense to be familiar with all of your options.

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