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.

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

When Special Care Is Needed: The Special Needs Trust

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

• Articles

  Steps to Protecting a Child with Disabilities

  Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.

  What is the Value of Your Business?

  Ascertaining the value of your business is important for a variety of reasons.

  Succeeding at Business Succession

  There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

  Four Steps to Valuing an Estate

  Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

  When Heirs are Imperfect

  The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

  3 Estate Challenges for Blended Families

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

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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

  4 Elements of an Estate Strategy

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

  When Special Care Is Needed: The Special Needs Trust

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

  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.

  Charitable Giving: Smart from the Heart

  Do you have causes that you want to support with donations?

  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.

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