Education Center

Home
Estate Planning

Guide to Estate Planning

Guide to Estate Planning describes what your estate is and explores ways to share your wealth with the family, friends, and institutions you choose. The guide explains how you can use wills, trusts, gifts, and beneficiary designations to distribute your assets and examines strategies for minimizing estate and income taxes.

Read it Now

Videos
Articles



These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice. This material is not intended to provide investment, tax, or legal advice. Consult your investment, legal or tax advisor before implementing any investment, tax or legal strategies. Materials are provided for informational purposes only and are not a representation or endorsement of any one company's products or services. Different companies have a variety of options and available plans for their various product offerings. Only a licensed financial representative or agent can provide sales information for a specific product or service. All concepts discussed may not be available through your financial representative or agent. As such, you need to consult a professional with a specific focus or expertise in such matters.The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

Please refer to the Terms of Service for company information.

Articles provided by Broadridge Investor Communication Solutions, Inc. Copyright © 2006-2014 Broadridge Investor Communication Solutions, Inc. All rights reserved.

Guides and Booklets provided by LightBulb Press, Inc. Copyright © 2014 Lightbulb Press, Inc. All rights reserved.

Videos provided by eMoney Advisor, LLC. Copyright © 2014 eMoney Advisor, LLC. All rights reserved.

© 2014 eMoney Advisor, LLC. All rights reserved.