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.

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4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Perspectives on Estate Planning

Estate Planning is not just for the extremely wealthy

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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