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.

Featured Video

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.

Perspectives on Estate Planning

Estate Planning is not just for the extremely wealthy

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Charitable Giving: Smart from the Heart

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

• Articles

  Trends in Charitable Giving

  Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

  A Brief History of Estate Taxes

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

  Problems with Probate

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

  What to Do After Losing a Loved One

  Executing a loved one’s estate can be overwhelming. Here’s a guide of important tasks to help you stay on track.

  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.

  Will Power

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

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• Videos

  Perspectives on Estate Planning

  Estate Planning is not just for the extremely wealthy

  4 Elements of an Estate Strategy

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

  When Do You Need a Will?

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

  Charitable Giving: Smart from the Heart

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

  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?

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