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Heirs
With careful planning, heirs who inherit money, property and other assets after a loved one dies can maximize the legacy they receive.
Parents with Adult Children at Home Should Ensure Household Finances Work for Everyone
If you are providing support to an adult child and you aren’t sure if you can afford to do so, you may want to check in with a CFP® professional to be sure you are on track. Use the Find a CFP® Professional tool to locate an advisor.
The Latest
How to Set Up a Trust: The Who, Why, When and How
Trusts aren't just for the wealthy. Work with a CFP® professional to determine if a trust fits your estate plan.
Establishing a Positive Financial Legacy: The Importance of Estate Planning
Estate planning isn't just for the wealthy. Having an estate plan ensures our loved ones will benefit both economically and psychologically when we pass.
Insurance and Your Financial Plan
Insurance provides payment due to loss of life, income, assets or future earning potential.
5 Tips to Consider When Giving Money to Your Grandchildren
Work with a CFP® professional for guidance on incorporating personal gifting goals, such as helping with grandchildren's education costs, into a financial plan.
When Is the Right Time to Find a Financial Planner?
Working with a CFP® professional can help you gain the confidence to feel more financially secure as you navigate significant life changes.
2020 Tax Changes
Here’s what you need to know to file your 2019 tax return, including some of the bigger 2020 tax changes.
12 Top-Notch Spending and Savings Strategies for 2020
Reevaluate your financial strategies and set new savings goals with these 12 tips.
What is Estate Planning - Learn How to Protect Your Heirs When You Are Gone
A comprehensive estate plan tailored to your needs, your legacy and your heirs will provide peace and security for when you’re no longer with them.
5 Steps to Help Pre-Plan Your Funeral
Pre-planning your funeral is not easy, but doing so can help your loved ones focus on celebrating your life and honoring your legacy.
More Than a Will: Estate-Planning Must Do’s
Everyone – regardless of income level – should have a plan in place to make sure their financial affairs are in order after they pass on.