Estate Planning

Discover techniques for preserving as much of your estate as possible for the benefit of family members and our organization.

An Estate Planning Overview

Estate planning can be described as the process of transferring assets, during life as well as at death, to ensure that they are distributed in the manner the estate owner wishes. More»

Estate Planning for Couples

A Financial Quiz for Couples

Successfully sharing money with another person doesn't happen automatically. Even the best of partners need to establish a system for keeping up with day-to-day as well as long-term spending issues. More»

Choose the Right Trust Plan for Your Will

All trusts aren't alike. When you put a trust in your will, it should be drafted precisely in order to satisfy your wishes and goals. Just any old boilerplate text or preprinted legal form won't do. More»

The Benefits of a QTIP Trust

The QTIP trust is one of the most useful tools for building your estate plan. The acronym stands for Qualified Terminable Interest Property and is straight out of the Internal Revenue Code. More»

Estate Planning for Singles

On Your Own Now: Estate Planning for One

Once you've lost your spouse, you may realize the importance of a sound estate plan. Now that you're on your own, it's time again to review your options and plan for the future of your loved ones. More»

Estate Planning Using Trusts

Your Guide to Trusts

Technically speaking, a trust is a legal document. Practically speaking, a trust can protect money for heirs. It is a way for you to simplify your life, to control the disposition of your assets at death, and to provide for the people, charities and organizations, like Sigma Nu Educational Foundation, Inc., that you care about most, long after your death. More»

The Benefits of a QTIP Trust

The QTIP trust is one of the most useful tools for building your estate plan. The acronym stands for Qualified Terminable Interest Property and is straight out of the Internal Revenue Code. More»

Providing for Your Special Needs Loved One

Planning an estate carries with it an extra concern when you have a disabled spouse, child or parent who depends on you. You can provide for him or her as long as you are alive, but what happens after you are gone? More»

When Do You Need a Trust, and What Type Should You Have?

A trust can be an excellent solution to many potential estate problems: when you fear that a beneficiary cannot handle the responsibility of an outright gift; when you want to place restrictions or conditions on property ownership; or when you want to protect assets from creditors and predators. More»

Estate Planning Using Wealth Replacement

Getting Started: Wealth Replacement Trusts

Perhaps you would like to make a sizable contribution to Sigma Nu Educational Foundation, Inc. now to help meet our current needs, but you don't want to reduce the estate you will pass to your family. The solution? Purchase life insurance. More»

Preserve Your Assets Through a Wealth Replacement Trust

You may reap benefits from a wealth replacement strategy, and you may also benefit from the personal satisfaction of making a gift to a worthwhile cause. More»