Estate
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Passing Your Second Home to the Next Generation
Transitioning a family home to the next generation? These strategies can help preserve your legacy and avoid conflict.
Estate Planning When Time Is Short
Questions designed to help you prioritize essential decisions when you have limited time left to live.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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