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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.

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When Do You Need a Will?

When Do You Need a Will?

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

Leaving a Legacy: Saving for Your Family's Financial Future

Leaving a Legacy: Saving for Your Family's Financial Future

Start taking proactive measures to safeguard your legacy and plan for your family’s financial future.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

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

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.

A Hard Conversation Made Easy

Communication is key to a smooth transfer of wealth and the fulfillment of your wishes. Explore estate planning as a family.

What is the Value of Your Business?

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

Creating a Comprehensive Estate Plan

What does it take to create or update your estate plan? Here's a 7-step Estate Planning Checklist to help you get started.

Will Power

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

Intellectual Property Rocks in a New Digital Era

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

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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.

What Is My Current Net Worth?

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

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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.

Safeguard Your Digital Estate

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

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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?

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