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.
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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4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Address Potential Incapacity with Estate Planning
Use a power of attorney and revocable trust to ensure your wishes are honored if you become incapacitated.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Helping Your Children Prepare for an Inheritance
Six strategies to facilitate an important – though potentially uncomfortable – conversation around inheriting wealth.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Planning for a Child With Special Needs
5 ways to navigate the financial challenges associated with caring for someone with special needs.
You May Be Wealthier Than You Think
Family wealth is measured in ways not found on a spreadsheet or portfolio statement.
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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.
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.
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.
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