Monthly Features

2014: The Year of the Charitable Remainder Trust

This year we have seen U.S. equity markets continue to reach all-time highs, and real estate values have improved in many parts of the country. [More]

Can I Throw This Away? Expiration Date Tracker for Important Documents

Discover when it's okay to finally get rid of those files. [More]

10 Things You Need in an Emergency

When extreme weather or an unexpected emergency comes knocking at your door, the last thing you want to do is spend precious time searching the house for important documents. Consider putting together an evacuation box today. [More]

Truth or Consequences

So, talking about estate planning just doesn't hit home for you. How could it when you're stretching your income to pay for the education of kids or grandkids, save for retirement, or help to meet the needs of your aging parents—all while contributing to our cause, too? You should know the truth, though. [More]

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