Truepoint January 5, 2026
Key Financial Data for 2026
Category: Trust & Estate Planning
We believe estate planning is an essential element of comprehensive wealth management. Our estate planning team helps you explore the full range of potential opportunities a substantial estate can create, including wealth preservation across generations or the creation of a philanthropic legacy.
- 401k
- Charitable Giving & Philanthropy
- Estate Documents
- Families
- Financial Education
- Health Savings Account
- IRAs
- Probate
- Tax Forms & Records
- Tax Laws
- Titling Assets
- Wealth Transfer
All Posts
Shelly Bailey November 18, 2025
How Often Should You Update Your Estate Plan?
Scott M. Barbee October 6, 2025
Why 70% of Estate Plans Fail (and What Families Can Do Differently)
David J. Bross September 30, 2025
A Guide to Key Estate Planning Terms
David J. Bross and Alexandra H. Ollinger September 26, 2025
How to Plan an Effective Family Meeting
Emily A. Coughlin September 20, 2025
Four Reasons You Need an Estate Plan