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Jenny Raess explains the different types of fiduciaries and what to consider when choosing one.

When a person passes away without an estate plan, things can be complicated for their surviving family members. Learn more in this short video.

Learn how these two estate planning tools can work together.

Jenny Raess shares some of the key considerations to account for in non-taxable estate planning.

Get a quick overview of a key estate planning tool, the marital bypass trust.

Jenny Raess explains the basics of how you should fund a marital bypass trust in estate planning.

To best serve clients, advisors need to learn to think holistically about financial and estate planning. Jenny Raess shares her thoughts.

Estate planning isn't a "set it and forget it" process; it's important to keep your plan up to date as things change. Here, Jenny Raess shares how often you should revisit estate planning documents.

Jenny Raess explains why parents should ensure that adult children have essential estate planning documents in case of emergency.

In this short video, Jenny Raess explains how a qualified terminable interest property (QTIP) trust works.

Jenny Raess explains how life insurance factors into estate planning and how it can create liquidity.

Jenny Raess explains the basics of what happens to a marital trust once the second spouse has passed away.

For larger estates, there are unique planning implications to be aware of. Jenny Raess shares key concepts to know.

Jenny Raess outlines some fundamental concepts to keep in mind when creating an estate plan.

What can go wrong if your estate plan isn't current?

How important is it to fund a revocable trust and how does one do that?

What are the benefits of a pot trust?

What's the difference between per stirpes and per capita and why choose one over the other?

What's the difference between a pot trust and per stirpes?

What's the difference between per stirpes and per capita distribution?

Is a bypass trust a good idea if the estate isn't taxable?

What can happen if you don't have POAs for adult children?

What's the difference between revocable and irrevocable trusts?

What is a marital trust?

What is a QTIP?

Why do people often want to avoid probate?

What is an ILIT?

What is a QPRT?

What is a trustee and what are their key responsibilities?