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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.

 
 
 
Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

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

 

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Will Power

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

Problems with Probate

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

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

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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 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.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Exit Strategies of the Rich and Famous

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

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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

Safeguard Your Digital Estate

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

When Do You Need a Will?

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

When Special Care Is Needed: The Special Needs Trust

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

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