Estate Planning

Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.

Trusts and Estates

Beneficial Estate Planning Climate

By Michael K. Stanley
Boomers Aren't Interested in Leaving Money to Heirs

May 24, 2012

Boomers Aren't Interested in Leaving Money to Heirs
Boomers Aren't Interested in Leaving Money to Heirs

May 24, 2012

Boomers Aren't Interested in Leaving Money to Heirs
Estate Planning: Focus on the Legacy, Not the Tax Bill

May 21, 2012

Estate Planning: Focus on the Legacy, Not the Tax Bill
Pet Estate Planning: It's Easier than Ever to Include Your Pets in Your Estate Plan (Chicago Tribune)

May 16, 2012

Pet Estate Planning: It's Easier than Ever to Include Your Pets in Your Estate Plan (Chicago Tribune)
Natalie Choate Talks Estate Planning & Annuities

May 11, 2012

Natalie Choate Talks Estate Planning & Annuities
Natalie Choate Talks Estate Planning & Annuities

May 11, 2012

Natalie Choate Talks Estate Planning & Annuities
Natalie Choate’s Newest Estate Planning Tips

May 10, 2012

Natalie Choate’s Newest Estate Planning Tips