Legacy & Estate Planning
To ensure a lasting legacy, you need to get your documents in order and have a clear plan for how your wealth will transfer.
Estate planning is about more than just who gets what.
Update your beneficiary information on all retirement, investment, and insurance policies.
Wills and trusts can help protect your assets and wishes. Advanced strategies may require legal expertise.
Charitable giving can provide tax benefits while help support causes you care for.
GOAL
Plan your legacy by getting your affairs in order.
CHECKPOINTS
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Beneficiary info
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Wills and trusts
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Estate planning strategies
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Charitable giving
Legacy & Estate Planning Resources
Financial Calculators
Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
