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.

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Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

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

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

When Do You Need a Will?

When Do You Need a Will?

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

The Basic Elements of Estate Planning

While estate planning may seem to be primarily the purview of the ultra-wealthy, the truth is that it’s a multifaceted process that can provide benefits to people in many different economic situations.

Why Everyone Needs an Estate Plan – Yes, Even You

No matter where you are in your life – just starting out, a couple years into your career or planning for retirement – you can and should have an estate plan.

Keeping Your Legacy Secure

Simple strategies to protect your assets from creditors and lawsuits

4 Steps to Protecting a Child with Disabilities

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

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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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?

4 Elements of an Estate Strategy

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

Perspectives on Estate Planning

Estate Planning is not just for the extremely wealthy

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?

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