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.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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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.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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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.
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?
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