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.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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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.
3 Estate Challenges for Blended Families
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Are You Prepared for an Estate Tax Sunset?
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
View all videos
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