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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When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

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

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Estate Management 101

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.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Estate Management Checklist

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

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Put It in a Letter

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

Why Everyone Needs an Estate Plan – Yes, Even You

No matter where you are in your life – just starting out, a couple years into your career or planning for retirement – you can and should have an estate plan.

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.

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Principles of Preserving Wealth

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

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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?

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.

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 Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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