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

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

 

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Estate Planning Checklist

A comprehensive estate plan is vital for families with significant assets. The checklist can help ensure nothing is left out.

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.

View all articles arrow

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

View all calculators arrow

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?

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.

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.

View all videos arrow