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.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
What to Do After Losing a Loved One
Executing a loved one’s estate can be overwhelming. Here’s a guide of important tasks to help you stay on track.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
A Brief Guide to Prenups
Prenuptial agreements are a smart route to take for many couples. Read about reasons to have one and their best practices.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Talking With Aging Parents About Their Finances
How you can make conversations with your parents about their finances easier and more productive.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
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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?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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 Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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