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.

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Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

A Hard Conversation Made Easy

A Hard Conversation Made Easy

Communication is key to a smooth transfer of wealth and the fulfillment of your wishes. Explore estate planning as a family.

Estate Management 101

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.

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Grantor Retained Annuity Trusts (GRATs)

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

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

Estate Management Checklist

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

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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 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.

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Safeguard Your Digital Estate

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

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?

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.

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