Home » Investment Services, Wealth Management, and Trust Services » Helpful Articles » Wealth Transfer
Helpful Articles - Wealth Transfer
- Basics of estate planning
- Buiding an estate plan
- Choosing your executor and trustee
- Choosing your trustee
- Closely held business interests
- Consider a private foundation
- Eight questions about estate planning
- Essential ingredients
- Estate planning is not one size fits all
- Estate planning strategies for your IRA
- Family fairness and legacy
- Fashioning a charitable gift
- Giving away stock options
- In crisis: life-and-death decisions
- Is it time to review your beneficiary designations?
- It's never too late for estate planning
- Myths about trusts
- New estate plan for a new year
- Of GRATs and GRUTs
- Pets: Considering an estate plan?
- Planning for gifts to grandchildren
- Practical benefits of living trusts
- Protect your family with an estate plan
- Q and A: Tax free rollovers
- Relocating? Revist your planning
- Revisiting your will
- Should you be a bank?
- Succession planning
- Tax saving charitable trusts
- Tax saving transfers
- Tax wise gifts for loved ones
- The hidden costs of estate settlement
- The importance of insurance
- The language of trusts
- The language of wills
- The new estate planning
- The Roth IRA advantage
- There's still a need to plan for estate tax
- Transferring assets checklist
- Transferring assets to a second spouse
- Trusts: A matter of caring
- Trusts for children
- Understanding executorship
- Understanding life insurance trusts
- Values-based estate planning
- Valuing your valuables
- Wealth replacement trusts
- What are you worth?
- When a child has special needs
- Where to keep your will
- Who should settle your estate?
- Why make gifts in trust?
- Will contests
- Your family's business
Securities and insurance products are offered through Univest Investments, Inc., Member FINRA and SIPC, a licensed subsidiary of Univest Corporation of Pennsylvania. They are not FDIC insured, are not a deposit of or bank guaranteed, and are subject to risks, including possible loss of principal amount invested.