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?

When Special Care Is Needed: The Special Needs Trust

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

Estate Planning: Grow & Preserve Your Wealth

Preserve your lifestyle, legacy, and assets with estate planning and risk strategies built for high-net-worth households.

Charitable Giving: Smart from the Heart

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

• Articles

  A Checklist for When a Spouse or Parent Passes

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

  Estate Planning as a Family Unit

  In retirement, talk to your family as you plan your estate. Restate your values. Cover the physical and financial sides.

  Planning Your Legacy & Your Family’s Financial Future

  Leave a legacy and plan for your family's financial future. Arrange your affairs and find ways to pass on your wealth.

  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.

  Intellectual Property and Your Estate

  Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

  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's My Potential Estate Tax?

  This calculator helps estimate your federal estate tax liability.

  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.

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• Videos

  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 Special Care Is Needed: The Special Needs Trust

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

  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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