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?

4 Elements of an Estate Strategy

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

When Should You Revisit Your Estate Plan?

Buying a house? Moving to a new state? There are many good reasons to take another look at your will and estate plans.

Exit Strategies of the Rich and Famous

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

• Articles

  Managing Family Dynamics in Business Succession

  Preserve both your business and your family bonds with a thoughtful succession strategy.

  How To Talk Through Transitioning a Family Business

  Five strategies to navigate difficult conversations around succession planning and help bring a family together.

  Ten Common Estate Settlement Mistakes

  Make sure your legacy is carried out according to your wishes by avoiding these estate planning pitfalls.

  Managing an Inheritance

  A windfall from a loved one can be both rewarding and complicated.

  3 Estate Challenges for Blended Families

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

  Planning for a Child With Special Needs

  5 ways to navigate the financial challenges associated with caring for someone with special needs.

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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?

  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.

  When Special Care Is Needed: The Special Needs Trust

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

  4 Elements of an Estate Strategy

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

  View all videos