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.

When Do You Need a Will?

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

Smart Habits to Protect Generational Wealth

Learn how to preserve and encourage family wealth with these simple, effective financial habits.

Safeguard Your Digital Estate

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

• Articles

  Understanding the Alternate Valuation Date

  Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

  A Living Trust Primer

  Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

  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.

  Intellectual Property and Your Estate

  Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

  Critical Estate Documents

  Sound estate management includes creating financial and healthcare documents. Here's an inside look.

  Grantor Retained Annuity Trusts (GRATs)

  Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

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• Calculators

  Comparing Mortgage Terms

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

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• Videos

  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.

  When Special Care Is Needed: The Special Needs Trust

  A special needs trust helps care for a special needs child when you’re gone.

  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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