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.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
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.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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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.
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.
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?
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