Welcome to the Help Center

Legacy Planning

Maintaining My Legacy

By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death

Trust Basics

Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals.

Insurance Beneficiaries: There's more than one choice!

A beneficiary is the person or entity you name (i.e., designate) to receive the death benefits of a life insurance policy.

What is the estate tax?

The estate tax is a tax on property that is transferred to others upon your death. Estate taxes are assessed on the total value of your estate — your home, stocks, bonds, life insurance, etc.

Choosing a Beneficiary for Your Retirement Plan

Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits, you need to know the impact of income tax