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

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.

A Brief History of Estate Taxes

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

Safeguard Your Digital Estate

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

• Articles

  A Living Trust Primer

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

  Trends in Charitable Giving

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

  And the Executor Is

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

  Four Reasons Millennials Need an Estate Strategy

  Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

  3 Estate Challenges for Blended Families

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

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

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

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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

  When Special Care Is Needed: The Special Needs Trust

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

  Exit Strategies of the Rich and Famous

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

  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.

  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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