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.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Passing Down a Family Vacation Home: A Case Study
How one family used thoughtful planning to balance legacy, responsibility and flexibility when passing down a vacation home.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
A House Divided
If you’re thinking of buying a vacation home with family, here are some ground rules to consider before making it legal.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Helping Your Children Prepare for an Inheritance
Six strategies to facilitate an important – though potentially uncomfortable – conversation around inheriting wealth.
A Closer Look: Estate Planning Without Heirs
What real-life planning situations require when traditional heirs aren’t part of the picture.
You May Be Wealthier Than You Think
Family wealth is measured in ways not found on a spreadsheet or portfolio statement.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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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?
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.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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