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.
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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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
How you can help your family succeed for a lifetime
Generational Wealth: How you can help your family succeed for a lifetime
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."
Bring Your Wealth Transfer Vision to Life
Bring Your Wealth Transfer Vision to Life
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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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.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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.
View all videos
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