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.
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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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Keeping Your Legacy Secure
Simple strategies for protecting your assets from creditors and lawsuits
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.
Talking With Aging Parents About Their Finances
How you can make conversations with your parents about their finances easier and more productive.
Keeping Your Legacy Secure
Simple strategies for protecting your assets from creditors and lawsuits
What to Do After Losing a Loved One
It’s easy to feel overwhelmed as the executor of a loved one’s estate. Here’s steps to make the process more manageable.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Get Your Estate Plans in Order for Year-End
Here are three estate planning strategies to consider before the end of the year to assist in transferring wealth.
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.
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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.
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.
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.
View all videos
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