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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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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.
Talking With Aging Parents About Their Finances
How you can make conversations with your parents about their finances easier and more productive.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
When Should You Revisit Your Estate Plan?
Buying a house? Moving to a new state? There are many good reasons to take another look at your will and estate plans.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
A Closer Look: Estate Planning Without Heirs
What real-life planning situations require when traditional heirs aren’t part of the picture.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Ten Common Estate Settlement Mistakes
Make sure your legacy is carried out according to your wishes by avoiding these estate planning pitfalls.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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.
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.
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