Family and Estate

Prepare financially for major milestones and goals — from getting married to leaving a legacy for your grandchildren — with confidence. Your advisor can help you work toward these and other goals.

WILLS AND ESTATE PLANNING

Designating a beneficiary: Keeping your accounts in order

Picking the right beneficiaries ensures that you can leave the legacy you want for your loved ones. This guide can help you make more informed decisions.

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TOPIC
CHARITABLE GIVING

8 tips for charitable giving
LIFE EVENTS

Dealing with divorce
LIFE EVENTS

Downsizing your home
WILLS AND ESTATE PLANNING

Asset protection in estate planning
WILLS AND ESTATE PLANNING

Estate planning and 529 plans
WILLS AND ESTATE PLANNING

7 questions about estate planning
FAMILY FINANCE

Family financial planning
FAMILY FINANCE

How to prepare for the unexpected
WILLS AND ESTATE PLANNING

Life insurance and estate planning
LIFE EVENTS

Loss of a spouse
FAMILY FINANCE

Insurance concerns of divorcing couples
LIFE EVENTS

Managing an inheritance
LIFE EVENTS

Marriage and finances
LIFE EVENTS

Planning for a baby
FAMILY FINANCE

Teaching kids about money
WILLS AND ESTATE PLANNING

What you should know about estate planning: Wills and trusts
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. 
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. 
Ameriprise Financial Services, LLC. Member FINRA and SPC.