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.

Have A Question About This Topic?

Thank you! Oops!
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.

Trends in Charitable Giving

Trends in Charitable Giving

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

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

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

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Managing an Inheritance

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

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

3 Estate Challenges for Blended Families

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

Trends in Charitable Giving

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

View all articles

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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.

View all calculators

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.

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.

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.

View all videos