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.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Have A Question About This Topic?
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.
Keeping Your Legacy Secure
Simple strategies for protecting your assets from creditors and lawsuits
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
You May Be Wealthier Than You Think
Family wealth is measured in ways not found on a spreadsheet or portfolio statement.
A Brief Guide to Prenups
Society’s views on prenuptial agreements are evolving. Here’s how prenups can make your relationship stronger.
A House Divided
If you’re thinking of buying a vacation home with family, here are some ground rules to consider before making it legal.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
What To Look For in a Trustee
There’s a lot to consider when appointing a trustee for your estate. Here are 3 questions to ask when making the decision.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
View all articles
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
View all videos
-
Articles
-
Videos