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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
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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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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?
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.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.