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.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
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.
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.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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.
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.
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