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

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.

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.

4 Elements of an Estate Strategy

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

• Articles

  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."

  And the Executor Is

  The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

  Defining Family Wealth Beyond Finances

  Defining Family Wealth Beyond Finances

  A Brief History of Estate Taxes

  Federal estate taxes have long since been a lucrative source of funding for the federal government.

  3 Estate Challenges for Blended Families

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

  Trends in Charitable Giving

  Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

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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

  Charitable Giving: Smart from the Heart

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

  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.

  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.

  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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