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.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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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.

Keeping Your Legacy Secure

Simple strategies for protecting your assets from creditors and lawsuits

When Do You Need a Will?

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

How To Talk Through Transitioning a Family Business

Five strategies to navigate difficult conversations around succession planning and help bring a family together.

And the Executor Is

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

Everything You Need To Know About Tax-Free Family Gifting

With a well-planned gifting strategy, you can transfer wealth tax-free to your beneficiaries.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

White Elephant Inheritance

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

Estate Management Checklist

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

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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?

When Do You Need a Will?

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

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?

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Articles

Passing Your Second Home to the Next Generation

Transitioning a family home to the next generation? These strategies can help preserve your legacy and avoid conflict.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Estate Management Checklist

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

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.

Helping Your Children Prepare for an Inheritance

Six strategies to facilitate an important – though potentially uncomfortable – conversation around inheriting wealth.

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Videos

Exit Strategies of the Rich and Famous

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

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.

When Do You Need a Will?

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

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

View all videos