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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A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The Basic Elements of Estate Planning
It’s not just for the ultra-wealthy. Estate plans can help protect assets, make things easier for heirs and minimize taxes.
Planning To Be Alone
4 tips on how to financially prepare for widowhood
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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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.
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.
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
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