Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.
Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
Estates & Trusts
What Key Estate Planning Tools Should I Know About?
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Controlling the Distribution
Paying Estate Taxes
Benefits of A-B Trusts
Charitable Lead Trusts
Charitable Remainder Trusts
Wealth Replacement Trusts
Family Limited Partnerships
History of the Federal Estate Tax
Why Purchase Life Insurance?
If you have a family who relies on your income, it is important to have life insurance protection.
Split-Dollar Life Insurance
Life Insurance for Business Owners
Business Owner Policies
Property and Casualty Insurance
Disability Income Insurance for Business Owners
Last-Survivor Life Insurance
Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Variable Life Insurance
How Can I Maximize My Insurance Benefits?
Several factors could undermine the financial security provided by the proceeds of your life insurance policy.