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?
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
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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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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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.