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.
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.
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3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Keeping Your Legacy Secure
Simple strategies to protect your assets from creditors and lawsuits
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
You May Be Wealthier Than You Think
Family wealth is measured in ways not found on a spreadsheet or portfolio statement.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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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.
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.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Perspectives on Estate Planning
Estate Planning is not just for the extremely wealthy
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