Building Your Legacy


A good estate plan can help make sure that your assets are distributed as you wish, keep expenses down, preserve your family's privacy and avoid potential conflict. Learn what you need to do.

IRA Charitable Distributions
If you're over age 70½, you can make tax-free IRA distributions of up to $100,000 to public charities.

Disclaiming Inherited IRAs
Find out what to do if you're about to inherit an IRA but you want to pass it on to the existing beneficiaries.

Beneficiary Designations
As your life has changed, have you updated your beneficiary designations?

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Planning Tools & Calculators

Calculators and tools to review and plan for your financial goals.

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