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?

Featured Presentation

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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.

Safeguard Your Digital Estate

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

• Articles

  3 Estate Challenges for Blended Families

  If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.

  Will Power

  Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

  And the Executor Is

  The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

  4 Steps to Protecting a Child with Disabilities

  Planning for a child with special needs can be complicated, confusing, and even overwhelming.

  A Primer on Irrevocable Life Insurance Trusts

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

  What is the Value of Your Business?

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

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• Calculators

  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.

  What's My Potential Estate Tax?

  This calculator helps estimate your federal estate tax liability.

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• Presentations

  Principles of Preserving Wealth

  How federal estate taxes work, plus estate management documents and tactics.

  View all presentations

• Videos

  4 Elements of an Estate Strategy

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

  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.

  When Special Care Is Needed: The Special Needs Trust

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

  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?

  When Do You Need a Will?

  When do you need a will? The answer is easy: Right Now.

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