Estate planning information
Get estate planning tips on how to begin estate planning, leaving a charitable legacy and protecting your assets for future generations.
- Estate planning checklist
- What you need to know about your will
- Protect your assets with a trust
- Estate planning is for everyone
- Putting on heirs: Avoid making mistakes that can affect who inherits your retirement assets
- Financial planning considerations for a surviving spouse
Charitable giving
- Bring charitable giving into your estate plan
- Making a charitable choice
- Building a philanthropic legacy through family foundations
- Creating a plan to make a difference
Ameriprise Financial and its representatives and affiliates do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax/legal issues.