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.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Have A Question About This Topic?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
What to Do After Losing a Loved One
It’s easy to feel overwhelmed as the executor of a loved one’s estate. Here’s steps to make the process more manageable.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Keeping Your Legacy Secure
Simple strategies for protecting your assets from creditors and lawsuits
Get Your Estate Plans in Order for Year-End
Here are three estate planning strategies to consider before the end of the year to assist in transferring wealth.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
The Basic Elements of Estate Planning
It’s not just for the ultra-wealthy. Estate plans can help protect assets, make things easier for heirs and minimize taxes.
Planning for a Child With Special Needs
5 ways to navigate the financial challenges associated with caring for someone with special needs.
Staying Out of Probate
A wise use of trusts can keep your heirs from the hassle of probate court.
View all articles
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?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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.
View all videos
-
Articles
-
Videos