An estate plan helps set out your wishes and prepare your family for the future. It can also help lay the groundwork for wealth preservation and the transfer of assets to your beneficiaries.

Making a charitable gift in your will is a great way to benefit the community and save taxes.

An estate plan sets out who you’d like to receive your property upon your death. Done properly, this plan takes into account how the various assets you own should be transferred so that as much of your estate value as possible is preserved for your beneficiaries.

Protect yourself and your loved ones with an estate plan that's tailored to the legacy you want to leave.

With real estate values increasing significantly in the past year, and notably so for vacation properties, it’s also a good time to do some estate planning for the potential transfer of your cottage, chalet or cabin to future generations.

For many families, trusts can play an integral role in the planning process.

U.S. transfer taxes may arise when assets are transferred to others during lifetime or upon death.