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Services
Insights
- - - Insight Topics
    - Financial Calculators
  - - Podcasts
    - Down the Middle®
      
      Financial Markets & Investment Philosophy
      
      Rethink Your Money™
      
      Financial Advice
      
      Signal or Noise?
      
      Market Trends & Analysis
- - - Podcasts
About
- - - “Your wealth works harder when it works together”
    - Peter Mallouk
      
      President & CEO, Creative Planning
Locations
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Careers
Schedule a Meeting
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Visit Creative Planning International

Home > Insights > Estate Planning & Trusts

INSIGHTS

Estate Planning & Trusts

Mature couple learns the differences between executors, trustees and guardians

Estate Planning & Trusts

Executors, Trustees and Guardians

November 11, 2024

Senior man with grandson

Estate Planning & Trusts

The Importance of Legacy Planning

November 5, 2024

Family gathers to discuss their estate plan

Estate Planning & Trusts

How to Discuss Your Estate Plan With Family Members

October 30, 2024

Man discusses whom he should choose as his trustee with estate planning attorney

Estate Planning & Trusts, High Net Worth

Whom Should I Choose as my Trustee?

October 28, 2024

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Man seeks to help his son financially while helping him stay independent

Estate Planning & Trusts

How to Help Your Kids Without Ruining Their Lives

October 8, 2024

Senior woman wants to enhance her financial wellness along with physical wellness

Financial Planning

4 Tips to Help Enhance Your Long-Term Financial Wellness

October 4, 2024

Internal finance team is missing something

Accounting

What’s Missing From My Internal Finance Function?

October 4, 2024

Investing

The Week in Charts (10/01/24)

October 2, 2024

Investing

Q3 2024 Market Commentary

October 1, 2024

Man learns how to audit his portfolio holdings

Investing

How to Audit Your Portfolio Holdings

September 26, 2024

The Week in Charts 09 23 24

Investing

The Week in Charts (9/23/24)

September 24, 2024

Businesspeople are making a M&A deal

Business Advisory

Considering a Merger or Acquisition?

September 23, 2024

Couple speaks to wealth advisor about whether alternative investments complement their portfolio

Investing

Could Alternative Investments Complement Your Portfolio?

September 20, 2024

widows thinks about finances and estate planning

Estate Planning & Trusts, Financial Planning

Financial and Estate Planning Considerations for Widows

September 18, 2024

The Week in Charts 09 16 24

Investing

The Week in Charts (9/16/24)

September 16, 2024

Family wants more information on how to establish a private foundation

Financial Planning

Establishing a Private Foundation

September 13, 2024

Accounting business team

Accounting

The Importance of Investing in Internal Accounting and Finance Functions

September 12, 2024

Young businessman ponders striving for early retirement

Retirement

5 Reasons Not to Retire Early

September 11, 2024

The Week in Charts 09 06 24

Investing

The Week in Charts (9/06/24)

September 9, 2024

Woman handles financial housekeeping items

Financial Planning

10 Financial Housekeeping Items

September 6, 2024

Couple considers strategic tax planning

Taxes

4 Important Tax Planning Strategies to Consider

September 5, 2024

Professional mans hotline to aid in workplace fraud detection

Business Advisory, Risk Management

Why Hotlines Are Essential for Workplace Fraud Detection

September 4, 2024

The Week in Charts 08 30 24

Investing

The Week in Charts (8/30/24)

September 3, 2024

Man uses 2FA to log in

Technology

Two-Factor Authentication (2FA)

August 29, 2024

mature business woman contemplates her concentrated stock positions

Investing

Your Guide to Concentrated Stock Positions

August 28, 2024

The Week in Charts 08 23 24

Investing

The Week in Charts (8/23/24)

August 26, 2024

A group of college students with laptops sit on the steps

Financial Planning

Don’t Fund Your Child’s College Education With a HELOC

August 23, 2024

Two businesspeople decide what level of accounting support their business needs

Accounting

What Level of Accounting Services Support Does My Business Need?

August 22, 2024

Senior couple wonders how longevity risk will affect their retirement

Financial Planning, Retirement

Longevity Risk and Its Impact on Your Retirement

August 21, 2024

Financial Planning

Navigating Turbulence to Arrive at Your Personal Financial Destination

August 21, 2024

Get help protecting your identity and financial accounts

Risk Management

Alert: Consumer Data Breach

August 20, 2024

The Week in Charts 08 16 24

Investing

The Week in Charts (8/16/24)

August 19, 2024

Newlyweds work together on financial planning

Financial Planning

6 Financial Planning Tips for Newlyweds

August 16, 2024

Business Advisory, Risk Management

Online and Offline Phishing Scams

August 15, 2024

Home for sale

Taxes

Selling Your Home?

August 13, 2024

The Week in Charts 08 09 24

Investing

The Week in Charts (8/9/24)

August 12, 2024

Financial Planning

5 Money Lessons Schools Should Teach

August 8, 2024

Startup company vets MSPs

Business Advisory

What to Ask When Vetting Managed Service Providers

August 7, 2024

Senior couple discusses upcoming retirement and if they've saved enough

Financial Planning, Retirement

Retiring Soon? How Much Is Enough?

August 6, 2024

The Week in Charts (08 02 24)

Investing

The Week in Charts (8/2/24)

August 5, 2024

Couple learns about estate planning myths

Estate Planning & Trusts

6 Common Estate Planning Myths

August 1, 2024

Couple gets professional help managing their large estate

Financial Planning

How to Effectively Manage a Large Estate

July 31, 2024

Financial Planning

IRS Issues Final and Proposed Regulations Focused on RMD Rules

July 30, 2024

The Week in Charts (7 26 24)

Investing

The Week in Charts (7/26/24)

July 29, 2024

Investing

3 Mistakes Investors Make in Election Years

July 26, 2024

Woman professional works on cost segregation study

Business Advisory, Taxes

The Benefits of a Cost Segregation Study

July 25, 2024

FIRE movement - couple cuddles in the van they live in

Financial Planning, Retirement

The FIRE Movement

July 23, 2024

Hiker overcomes obstacles to find success

Financial Planning

5 Obstacles on the Road to Financial Freedom

July 18, 2024

Small Business Owners Discuss Succession Planning

Business Advisory

A Shake-Up for Small Business Succession Planning

July 17, 2024

Family plans to pay for education of child with special needs

Financial Planning

Education Planning for Individuals With Special Needs

July 16, 2024

The Week in Charts 07 12 24

Investing

The Week in Charts (7/12/24)

July 15, 2024

Employees work on streamlining M&D operations

Business Advisory

How to Streamline Your M&D Operations

July 12, 2024

Company leader monitors progress at her start up company

Business Advisory

Don’t Wait for Year-End to Monitor Progress

July 11, 2024

Solid gold bars

Investing

Why Investing in Gold Isn’t a Sound Strategy

July 10, 2024

Financially Independent Couple Playing a Round of Golf

Financial Planning

Habits of the Financially Independent

July 9, 2024

The Week in Charts 07 08 24

Investing

The Week in Charts (7/8/24)

July 9, 2024

Man wonders where to direct his surplus assets

Financial Planning

Where to Direct Your Excess Income

July 3, 2024

The Week in Charts 06 28 24

Investing

The Week in Charts (6/28/24)

July 1, 2024

Quarterly Market Commentary

Investing

Q2 2024 Market Commentary

July 1, 2024

Mature couple small business owners must fill out BOI report

Risk Management

The Corporate Transparency Act and Beneficial Owner Information Reporting

June 28, 2024

R&D team contemplates the tax credits that may be available

Taxes

The Research and Development Tax Credit

June 27, 2024

Financial Planning

What to Know Before Hiring a Dually Registered Advisor

June 26, 2024

Happy couple employs asset protection strategies despite not being wealthy

Risk Management

Asset Protection Isn’t Just for the Wealthy

June 26, 2024

The Week in Charts 06 21 24

Investing

The Week in Charts (6/21/24)

June 25, 2024

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