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.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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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.
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.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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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?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?