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

Safeguard Your Digital Estate

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

Exit Strategies of the Rich and Famous

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

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

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

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.

• Articles

  When Heirs are Imperfect

  The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

  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.

  Will Power

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

  A Living Trust Primer

  Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

  Choosing a Business Structure

  Entrepreneurs all face the same question, “Which business structure should I adopt?”

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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

  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.

  Charitable Giving: Smart from the Heart

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

  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.

  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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