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.
Have A Question About This Topic?
Helping Your Children Prepare for an Inheritance
Six strategies to facilitate an important – though potentially uncomfortable – conversation around inheriting wealth.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Talking With Aging Parents About Their Finances
How you can make conversations with your parents about their finances easier and more productive.
How To Talk Through Transitioning a Family Business
Five strategies to navigate difficult conversations around succession planning and help bring a family together.
You May Be Wealthier Than You Think
Family wealth is measured in ways not found on a spreadsheet or portfolio statement.
The Basic Elements of Estate Planning
It’s not just for the ultra-wealthy. Estate plans can help protect assets, make things easier for heirs and minimize taxes.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
View all articles
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
View all calculators
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
View all videos
-
Articles
-
Calculators
-
Videos