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

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.

A Brief History of Estate Taxes

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

Safeguard Your Digital Estate

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

• Articles

  A Brief History of Estate Taxes

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

  Trends in Charitable Giving

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

  Steps to Protecting a Child with Disabilities

  Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.

  3 Estate Challenges for Blended Families

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

  A Primer on Irrevocable Life Insurance Trusts

  Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

  Intellectual Property Rocks in a New Digital Era

  Intellectual property ownership and its implications for ordinary people and estates.

  View all articles

• Calculators

  Comparing Mortgage Terms

  Compare different mortgage term lengths side by side to find the option that fits your budget.

  View all calculators

• Videos

  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.

  4 Elements of an Estate Strategy

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

  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?

  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.

  View all videos