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

When Special Care Is Needed: The Special Needs Trust

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

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

4 Elements of an Estate Strategy

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

• Articles

  A Checklist for When a Spouse or Parent Passes

  An overview of some fundamental steps when a loved one passes.

  Why Everyone Needs an Estate Strategy

  Do you have an estate strategy? You should.

  Test Your Estate Strategy Knowledge

  Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

  3 Estate Challenges for Blended Families

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

  Yours, Mine, and Ours: Estate Strategies for Second Marriage

  Second marriages are a trigger event to revisit any existing estate strategies.

  Understanding the Alternate Valuation Date

  Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

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• Calculators

  Comparing Mortgage Terms

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

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• 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.

  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.

  When Special Care Is Needed: The Special Needs Trust

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

  When Do You Need a Will?

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

  Safeguard Your Digital Estate

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

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