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.

When Special Care Is Needed: The Special Needs Trust

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

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.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

• Articles

  4 Steps to Protecting a Child with Disabilities

  Planning for a child with special needs can be complicated, confusing, and even overwhelming.

  A Brief History of Estate Taxes

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

  Managing the Risk of Outliving Your Money

  Steps to help you sustain and grow your retirement savings.

  Put It in a Letter

  A letter of instruction provides additional and more personal information regarding your estate.

  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.

  Managing an Inheritance

  A windfall from a loved one can be both rewarding and complicated.

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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

  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?

  Safeguard Your Digital Estate

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

  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?

  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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