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

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?

Strategies to Defend Purchasing Power Across Generations

Keep your wealth working by preserving purchasing power over time.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

• Articles

  Safeguarding Purchasing Power Across Generations

  Help protect what your wealth can do now and across generations.

  Steps to Protecting a Child with Disabilities

  Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.

  3 Estate Challenges for Blended Families

  This article will help your clients with blended families think and prepare their estate strategy.

  White Elephant Inheritance

  This article deals with how one might deal with a burdensome inheritance.

  A Brief History of Estate Taxes

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

  Intellectual Property Rocks in a New Digital Era

  Intellectual property ownership and its implications for ordinary people and estates.

  View all articles

• Calculators

  Comparing Mortgage Terms

  Compare different mortgage term lengths side by side to find the option that fits your budget.

  View all calculators

• Videos

  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.

  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?

  Safeguard Your Digital Estate

  If you died, what would happen to your email archives, social profiles and online accounts?

  Exit Strategies of the Rich and Famous

  Estate conservation is too important to put off. Do you have a smart exit strategy?

  View all videos