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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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
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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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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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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?